Drag and Drop Editing for Customized Quote Templates
My company bought the Sales Professional package specifically to use the customized quote templates. If you know how to code in HubL, developing a customized quote template in the Design Manager is very intuitive and easy I'm sure. But as it currently stands with no experience coding in HubL, it's a pain to actually develop your own quote system. I believe it would dramatically increase the usage of customized quote tempaltes if the layman could create customized quote templates.
HubL is difficult for me to use even after spending weeks working on learning it. If there were a simple drag and drop feature added to the customize quote templates using the process below:
- Bold: New Features I'm Requesting be Added - Non-Bold: Already Available Features
'Sales' drop down -----> 'Quotes' -----> 'Actions' drop down -----> 'Customized quote templates' -----> 'Customize quote template' -----> 'Create Your Own Template' -----> 'Add a Module' -----> (here there would be a list of all default modules available to the user) -----> 'Module Size/Shape' (this would give the module a specifically sized/shaped box that text, image, etc. could sit in) -----> (after being added, a user could easily edit a template by dragging a module onto the template preview which would have a grid allowing for users to align images, pictures, etc. with eachother).
I'm sure this idea can be expanded upon and improved further, but as a payign customer who has been trying to use the 'Customized Quote Template' feature as it is currently, it's very unintuitive and slow to use. Please take my idea into consideration, I'm 100% certain it would make your customers experience using the feature much better. Thanks!
We need more customization is needed in the Quote Templates. It's very very limited. We are migrating multiple divisions to a Hubspot instance and trying to recreate 4 uniquely different quote templates. I am amazed at the lack of customization available when compared to all the things I can easily create in other HS tools using only drag and drop. I recently built and entire website using drag and drop design. The email, form, webpage, workflows.... all so easily customizable. The quotes tool is a relic from 2002.
Specially, my sales reps need editable text boxes. This already exists for "comments to buyer" and "purchase terms." Why can't I add as many editable boxes as I like. I need to add unique, one-off Delivery Addresses, Equipment Location Addresses (for service technicians), descriptions of work that are customized and are not capture in preset a product line item.
Additionally, our company has unique fees. It's insane that this requires 20 hours of custom coding from a developer. All I am asking is for a line item to pre-populate on a specific customized template, that sets a x% fee of the line item total. How is that not a drag and drop or toggle on/toggle off option? Abysmal!
