Could be awesome if we can configurate the proposal / quote template.
This is currently almost a dealbreaker for us to continue with Hubspot
This would be ESSENTIAL to my job. My boss was very excited about us switching to Hubspot until he saw the limitations of the quote creation tool. I am loving everything else but starting to feel concerned that he might want us to switch because of this.
Les devis sont incomplets à nos yeux également.
Des informations importantes voire obligatoires manquent pour nos clients :
Customing the quotation template is so important. We should be able to create a quote template under templates. Then be able to add any relevant properties (from the person, company, deal, etc..) and even custom created properties.
Just started to get my sales team to use quotes... thought this would be customizable (because it should so obviously should be able to do this). If I can't have my company's required legal language added to every quote BY DEFAULT, then I will not be renewing. Yes, my reps can use the snippets, but that is manual... and can't allow them to forget. Fix this now guys...
We have 2 brands (with additional brand domain purchased), and can unfortunately only quote from one of these brands... would love to see additional quote template per brand at the very least, with the option to customise even more desirable.
Can anyone from @bsn comment on the status of this?
Customizing a quote template will make this tool sooooo much more effective.
Do get your hopes up on a status update... in the end, it will be a beta test for the top paying enterprise users.
I really need quotes tool to be more customisable. I would like to use this as a contract rather than just a quote, the only thing is that i can not remove the word 'quote' from the template and can add additional fields and/or information. This would be really benifical to make this more widely useable for the sales process.
To be able to edit copy such as 'comments' and print 'quote' would be valuable. More than anything to be able to not have value associated to products if reqiured, as not all products of an agreement have a cost, but are included. To be able to include the companies T&C's would be ueful.
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