How can I use my account to prepare quotes for other users?

[ADavis6]

I am sales assistant to several salespeople in my company. Part of my job is creating quotes in Hubspot with information provided by the salesperson and I want the salesperson's name on the quote, not mine. (Or my name can be in addition to theirs.) Right now I have to edit and change the name, email, phone, and job title from my name to the salesperson's info. for every quote I create. How do I use my account to prepare quotes for other users? 

[ADavis6]

Thank you, Diana. I started following the steps in your guide, but could only get to step 4. It appears that I don't have the needed permissions to edit or create quote templates. when I get to the "quotes" page in data management, there is no "customize quote template." Thanks again - if I hadn't seen the guide you sent, I'd still be trying to figure out where the problem was!  

FYI - the guide you made started in English, then switched to Spanish.  Was wondering if you set it up that way or if the guide creator did it on its own.   

[DianaGomez]

Hi @ADavis6,

Thank you for your message. I'm glad I could help.

In that case, you would need admin permission as mentioned in this article: Create and use customized quote templates  🙂

On the other hand, thank you for pointing out the issue with English and Spanish. I will review why this is happening to improve it.

Have a great weekend! 😊

Best regards,

Diana 

[DianaGomez · Accepted solution]

Hi @ADavis6,

I hope you're having a fantastic day!

I was thinking that you might like to try this idea. You only need to create the templates once and then you can simply select them.

Please take a look at this quick tutorial: Create quote templates to automate the process.

I hope this helps,

Diana