Good stuff is on the horizon, as we've been hinting at for awhile we've taken a lot of your feedback to heart around the experience for developers, sales reps, and sales managers.
We're going to be posting soon about the next phase of this beta, which is a fairly big revamp under the hood of this functionality.
One piece of the changes you'll see involves a new concept. We honestly are trying to figure out a good name for this concept to avoid confusing folks. We'd love your thoughts on a name for it. To avoid biasing your thoughts we're going to explain what it is with blanks representing that word.
Basically the flow for custom quote templates will look kind of like this:
Often the actual code and design of a quote doesn't need to change frequently. The text, images however might. Additionally you want to be able to make it so legal text/terms can remain consistent. The sales manager can set up all of this ahead of time, and make things more efficient and consistent for sales reps who can quickly use these _____ on the fly to create quotes. The editing experience for this person will feel similar to editing a page on the CMS.
We want to make it clear what it's purpose is, and that it is different from the quote the sales rep creates, and different from the template the developer creates?
When we release the new version of this beta functionality to you we will be using a placeholder term for it, and apologize ahead of time that it will likely change to a different term closer to the official release of the feature.
For a lil' preview, Ethan posted some screenshots and described it a bit in this thread.