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dsmarion
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Quote Templates Tab Not Showing on Test Account

SOLVE

We are using the CMS quotes theme [BETA] for a client and have created several custom quote templates for them and everything is working fine.  Now I have copied those templates into one of my test accounts so I can make some changes and test in a safe environment.  The problem is even though I have copied the theme and all the templates, I do not see them available when I create a new quote and also I do not see the Quote Templates Tab in Products & Quotes:

  In the live portal:

dsmarion_0-1640267054386.png

  In my test portal:

dsmarion_1-1640267153948.png

 

The Getting started from the CMS quotes theme [BETA] documentation  (https://developers.hubspot.com/docs/cms/guides/getting-started-from-the-cms-quotes-theme-beta) states:

  This functionality is in beta and requires your account to be ungated.

 

Could this be the issue and if so how do I do that?  If this is not the problem then can someone tell me what is wrong?

 

Thanks.

Scott Marion
Senior Developer @ Thread Connected Marketing
0 Upvotes
1 Accepted solution
TiphaineCuisset
Solution
Community Manager
Community Manager

Quote Templates Tab Not Showing on Test Account

SOLVE

Hi @dsmarion - Happy New Year!

 

Thank you for reaching out, and sorry for the late response here.

 

I do think that's the issue - could you reach out to your Account Manager on this? They should be able to give you access to the beta so you can see it in your test portal. 

 

Thank you!

Best

Tiphaine


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0 Upvotes
2 Replies 2
TiphaineCuisset
Solution
Community Manager
Community Manager

Quote Templates Tab Not Showing on Test Account

SOLVE

Hi @dsmarion - Happy New Year!

 

Thank you for reaching out, and sorry for the late response here.

 

I do think that's the issue - could you reach out to your Account Manager on this? They should be able to give you access to the beta so you can see it in your test portal. 

 

Thank you!

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
dsmarion
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Quote Templates Tab Not Showing on Test Account

SOLVE

Thanks Tiphaine, I will do that.  No worries on the late response, I knew I wouldn't hear anything until after the holidays.

Scott Marion
Senior Developer @ Thread Connected Marketing