topic Re: Choose from different quotes templates in Sales Hub Tools

Choose from different quotes templates

Anschmid — Mon, 02 Dec 2024 09:03:19 GMT

Hi there

We need to have different quotes templates. What I didn't discover so far is, how (as a user) to choose from the different templates, when the user is in the process of creating a quote.

The way I did it: deals --> quotes --> add --> but the the user sees the standard template only, there are no options visible (and ready to use).

Anyone knows how to proceed?

Betreff: Choose from different quotes templates

franksteiner79 — Mon, 02 Dec 2024 09:13:24 GMT

Hi @Anschmid

The step to select the quote template has been put at the end.

I also found out by accident, not a big fan and another case of HubSpot "verschlimmbessern" something that worked pretty well to begin with.

Hope that helps.

Frank

Re: Choose from different quotes templates

PamCotton — Mon, 02 Dec 2024 15:01:42 GMT

Hey @franksteiner79, thank you for helping!

Kindly,

Pam

Re: Choose from different quotes templates

Anschmid — Tue, 03 Dec 2024 14:47:01 GMT

Thanks for your input, I was able to solve it.