When creating a quote inside of a deal, there are multiple Quote templates to chose from. If using any of the first three on this list shown on the screenshot (Default quote templates) the default associated quote domain link is wrong and it looks like - meet.company.com/restofthelink; and one would have to always chose manually the correct option from the dropdown (the desired one is: quote.company.com/restofthelink)
We could not find a way to edit default link domains associated to these three templates on top. On the other hand, for the 3 below (Your customized quote templates) we managed to do it, and the default link is correct. This was done by the Super admin.
Is there a way to do edit the default quote link for the Defaut quote templates? Otherwise, is there a way to pre-select the Quote template that should alway show up for everyone in the team as the default one?
Thank you in advance!
Tagging in a few folks to see they have any insight on this, especially around whether cloning and customizing those default templates might be the path forward.
Hey @Go-T ,
So it seems like your “wrong” domain is also one of your branded domains, so if that’s the case—Go to Settings → Content → Domain and check which domain is connected as primary for Quotes.
Thank you for responding. The primary domain was “quote.company.com” - this was already set correctly, but the issue is as described above, so this is unfortunatly not the solution.
You can address both requirements through configuration settings in HubSpot. While there is no direct toggle to set defaults in the traditional sense, the following approaches provide reliable workarounds.
To ensure a specific quote template is always shown to users
HubSpot does not currently offer a native setting to enforce a default quote template for all users. However, you can achieve the same outcome using the steps below:
Go to Quote template settings.
Hide the templates that should not be used, and keep only the required template enabled.
This will ensure that only the selected template appears when users create a quote, effectively making it the default option for the entire team.
Refer to the first screenshot for the location of the Hide in quotes setting.
To control or update the default quote link domain
The quote link domain is determined by the domain set as the primary content type for Quotes, not by the individual quote template. You can configure this using the following steps:
Navigate to Settings.
Go to Content and then Domains and URLs.
Locate the desired hosting domain and click the Actions button.
Select Change primary content types.
Choose Quotes and save the changes.
Once Quotes is set as the primary content type for that domain, any newly created quotes will automatically use that domain as the default link.
