Create Quote templates

InviseAgency

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

20 Replies
karinamariotti
Participant

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
Member

Yes please

rwolupo
Top Contributor

very good idea 🙂

JasonKennedy
Participant

This is critical for our business... 

Issen007
Contributor

This is a important function for us. 

JGomezEco
Member

This is really a must have for us

Spoiler
 
Optimize
Member | Diamond Partner

This is a necessity

JoGrant
Member

Agreed, would really benefit us

TonyBrandy
Member

Great idea. We need this asap!!!

JasonKennedy
Participant

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

Brandon21
Member

This really is a must have!

RoxPepin
Participant

We need this feature.

fladouceur
Member

Definitely a must.

GingerS
Member

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
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.

 

Issen007_0-1598857716657.png

 

Yanir
Member

@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
Participant | Partner

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

SSundar
Member

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

dc-usa
Contributor

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

LCorriero
Member

Extremely necessary feature for us as well.