Templates should be editable for all Hubspot clients, from simple changes to more robust ones. Changing field names for example: "Expires" to "Quote Expires". All the snippit work arounds add a lot of extra noise that could be tactfully executed in the template format itself.
We really would love to have customizable/editable templates that the team can use when they are working on a deal. So, for instance I would attach all the required documentation and select all the settings for a specific deal type. If the sales person has a deal that falls within that deal type, then they can use my template.
The reason I want this is because we have certain deals that are always the same. Sort of like when hubspot has someone who signs up for sales professional. You will send them the same quote and details each time only with minor changes
@dnelson - would love to be part of the beta when available. Quotes seem to be more and more of an issue for our customers, with a few migrating their proposals / quotes to other platforms.
In addition to all of the ideas others have proposed which we also need I would add the ability tom have templates of prepopulated items. The ability to clone an existing quote and change the customer and company would be helpful. We use Pandadocs currently with Hubspot integration to get these features but would love to drop Pandadocs and stay inside hubspot for all activities.