Where are we at with this? I love how they ask us to submit ideas - this was submitted two years ago and no movement. How can we get this seemingly easy feature to get attention and development?
I agree with this 100%.
We need more customization is needed in the Quote Templates. It’s very very limited. We are migrating multiple divisions to a Hubspot instance and trying to recreate 4 uniquely different quote templates. I am amazed at the lack of customization available when compared to all the things I can easily create in other HS tools using only drag and drop. I recently built and entire website using drag and drop design. The email, form, webpage, workflows… all so easily customizable. The quotes tool is a relic from 2002.
Specially, my sales reps need editable text boxes. This already exists for “comments to buyer” and “purchase terms.” Why can’t I add as many editable boxes as I like. I need to add unique, one-off Delivery Addresses, Equipment Location Addresses (for service technicians), descriptions of work that are customized and are not capture in preset a product line item.
Additionally, our company has unique fees. It’s insane that this requires 20 hours of custom coding from a developer. All I am asking is for a line item to pre-populate on a specific customized template, that sets a x% fee of the line item total. How is that not a drag and drop or toggle on/toggle off option? Abysmal!