Create Quote templates

Hi!
It would be awesome to create som sort of quote templates (ie to save terms and conditions, additional pre-text and language settings).

16 Replies
Occasional Contributor

This would be great! The snippets aren't enough since there is a character limit. We have very long terms and conditions and they do not fit in one snippet. 

Occasional Contributor

Yes please

Regular Contributor

very good idea 🙂

New Contributor

This is critical for our business... 

Occasional Contributor

This is a important function for us. 

Occasional Contributor

This is really a must have for us

Spoiler
 
New Contributor | Diamond Partner
New Contributor | Diamond Partner

This is a necessity

Occasional Contributor

Agreed, would really benefit us

Visitor

Great idea. We need this asap!!!

New Contributor

Hello Hubspot... are you listening?    Get errrr done before we start looking at other options.

New Contributor | Gold Partner
New Contributor | Gold Partner

This really is a must have!

Occasional Contributor

We need this feature.

New Contributor

Definitely a must.

New Contributor

This is vital for us to begin using the quoting tool, which was a main reason we became interested in the SalesHub. Unfortunately, we won't be able to use quotes until we can create a template where the terms and conditions are already included.

Occasional Contributor

GingerS, this is already possible to have.

But the T&C is limited so you can only do a slim version including a link for a more detail T&C.

 

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New Contributor

@hubspot so strange that you don't have an option to edit the templates..

I want to be able to put our terms of use and other subscription information in the template so my Sales people won't have to copy-past them every time.

Without this basic ability, this great feature is completely useless.

 

Do you have an ETA on this request from 3 years ago?