Set default quote template by team or user - feature request

HubSpot Ideas

Status: Idea Submitted

1

Instead of needing to remember which quote template to use and select it manually from a dropdown every time I create a new quote, I’d like the option to set a default quote template (to be auto-selected when creating new invoices).

Even better might be the ability to set this default selected template by user, team, or globally for the organization.

2

+1 for this, I’m working on bringing in some of our service techs and the ability for a default template by team (in our case, region, which changes things like tax and company numbers) would be much appreciated!

3

Adding in my support of this! Would be great to be able to control assets per team.

4

This is very much needed!

5

Much Needed! would make it easier for our teams!

6

I have a client who has multiple quote templates for each country and brand. They would love to assign quote templates to users and teams and hide all other templates.

7

We’d love this feature to be introduced!

8

I need this feature too for my tema! Quoting feels clunckly without this simple default.

10

Yes would love this implemented with a portal used by 2 teams, with 2 templates

11

Hi Kyle, our app DocuGen can cut out the template dropdown by giving every team one Word quote template, with the parts that change by region or brand, like tax details, company numbers or logos, filled from properties on the deal or company. A rep clicks Generate document on the deal and gets that record’s version, saved straight to the deal’s attachments.

However, if your quote templates are radically different from each other, we have a workaround that could solve your issue: In DocuGen create a different ‘recipe’ (i.e., template) for each quote, and create a HubSpot workflow that will trigger the appropriate DocuGen recipe based on whatever criteria you currently use.

Users are unlimited and everyone signs in with their HubSpot login, so service techs and every team can use it without leaving HubSpot.

Have a look at our listing on the marketplace.

P.S. The free plan covers up to 400 documents a month with no watermark.