HubSpot Ideas

kyle2

Set default quote template by team or user - feature request

Instead of needing to remember which quote template to use and select it manually from a dropdown every time I create a new quote, I'd like the option to set a default quote template (to be auto-selected when creating new invoices).

Even better might be the ability to set this default selected template by user, team, or globally for the organization.

1 Reply
EPTMichael
Participant

+1 for this, I'm working on bringing in some of our service techs and the ability for a default template by team (in our case, region, which changes things like tax and company numbers) would be much appreciated!