HubSpot Ideas

InviseAgency

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).

22 Comentários
karinamariotti
Participante

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. 

TimBrown
Membro

Yes please

rwolupo
Top colaborador(a)

very good idea 🙂

JasonKennedy
Participante

This is critical for our business... 

Issen007
Colaborador(a)

This is a important function for us. 

JGomezEco
Membro

This is really a must have for us

Saqueador
 
Optimize
Membro | Parceiro Diamante

This is a necessity

JoGrant
Membro

Agreed, would really benefit us

TonyBrandy
Membro

Great idea. We need this asap!!!

JasonKennedy
Participante

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

Brandon21
Membro | Parceiro Diamante

This really is a must have!

RoxPepin
Participante

We need this feature.

fladouceur
Membro

Definitely a must.

GingerS
Membro

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.

Issen007
Colaborador(a)

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.

 

Issen007_0-1598857716657.png

 

Yanir
Membro

@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?

Radek
Participante | Parceiro Elite

Does anybody uses this functionality if we cannot edit templates? Please add this functionality as soon as possible

SSundar
Membro

Any updates on this? is it on the product roadmap?

dc-usa
Colaborador(a)

Would be nice to find out if this is planned. It would be very nice. 

LCorriero
Membro

Extremely necessary feature for us as well.