Quote Templates Tab Not Showing on Test Account

[dsmarion]

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:

  In my test portal:

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.

[TitiCuisset · Accepted solution]

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

[dsmarion]

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