Advanced Line Item Management Featureset
Once a quote is in progress, Karana CPQ gives your sales team a powerful set of tools to manage individual line items with precision. This video covers the full suite of advanced line item management features available through the three-dot menu on any line item. From duplicating a line item in one click, to exporting a fully configured product as a reusable template — your team can work faster and more consistently. Exported configurations capture everything: descriptions, source systems, selected components, and parameter values. They can be imported back into any quote as a starting point, giving individual salespeople their own library of pre-built configurations. The video also covers granular save controls: save a single line item without touching others, or discard changes on a specific item while keeping edits elsewhere in the quote. The standout feature covered here is version history at the line item level. Every saved change creates a new version — and you can browse, compare, and restore any previous configuration with a single click. Key highlights: • Duplicate any line item instantly • Export and import line item configurations as personal templates • Save or discard changes at the individual line item level • Full version history per line item (versions minted only on save to HubSpot) • Restore any previous configuration directly into the active quote • View exactly what changed between versions (e.g., complexity tier, component selection)

Quote Finalization and Amendment Tracking

Product configuration

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Product Maintenance

Line Item and Amendment Formatters

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