HubSpot Ideas

Amy_Brierley

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.

17 Replies
Dayanaverde
Participant | Diamond Partner

I support this idea 100%, I would like my designer to be able to give him the styles I need without him being Superadmin

JRisberg
Participant

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

miriamschwab
Member

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.

MDCID
Member

Totally agree...why would you give super admin permissions for these kind of needs?

FBrun
Member

Agree! Really need this.

Timothy-Hanlon
Participant

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. 

KiloWhiskeyJ
Member

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!

GCurley
Member

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

KevinJohnson
Participant

I can not agree with this idea more than I do.  The permissions system in Hubspot has to many examples of this.

CSic
Contributor

Need this too!! I was shocked to see if requires an admin. 

CCoupeScott
Member

Yes! Sales admins should be able to create their quote templates.

courtney_hickey
Contributor

Please add this, we need developers to adjust and cannot give them super admin permissions over the entire system for this.

TimberTech
Member

Even the HubSpot support staff I spoke to were suprised this required Super Admin permissions. This makes no sense. We need to hire a web dev to update the templates, but you expect us to give him super admin access?? Does anyone from HubSpot even read these ideas? This was bought up in May 2022 and nothing has changed. 

IvanoSS
Member

+1

AxelleDervaux
Member

+1 !!!

RongenRobles
Member

We need this. Please make it happen.

DLinares21
Member

+1 come on Hubspot, make this available without Super Admin please. It's been over a year and no action. On the call with a rep and they are surprised it's even an option.