Account Access - Create and edit customized quote templates
I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this.
Agree! Our Digital designer make the templates, but for their sake super admin is not needed and it would be better if you could grant access to templates without being suepr admin
Also agree! In fact, I'd say it's generally not Super Admins who are going to be the ones customizing quotes. Please make it possible for non-super admins to customize quotes as well.
In an ideal world, this wouldn't be necessary if the quote module could be customised without the need to edit the template first. Until that happens, we have to give super admin permissions to our sales team to allow them to edit the quote template.
100% agree! I just discovered this interesting "feature" today, as my sales manager wants to change just one line in a quote template. Now I have to give her super admin access just to do this!
It makes zero sense that this access permission is locked in to the super admin role. HubSpot, please break this permission out so that it can be set separately!
100% please do this. It doesn't make sense to have to give Super Admin permissions to someone just to create a quote template because the likelihood of them requiring that level of permissions is zero
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