We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling to view all info in the left-hand banner and those fields are not formattable.
We have access to pinning of notes through the beta (very valuable) and I'd love to pin this template to the top of every deal.
Yeah, snippets are okay but the length is an issue. We've ended up with Snippet 'Inception' - a snippet containing snippets to ensure all notes/requirements met'.
This is already implemented. These are called Playbooks and it is available with Sales Hub Enterprise and Service Hub Enterprise. If you don't want to pay for Enterprise, using snippets is a good workaround.
Playbooks really don't cut it when it comes to leaving templates for the reps to fill in, which should then be as reportable as possible.
Seems like a very simple thing to add in that would provide a huge improvement to user experience.
Limiting the types of fields you can create in playbooks between professional and enterprise is awkward also, and definitely not worth the upgrade on it's own.
As @ndwilliams3 points out - limit the number of templates instead of their functionality. I just need 2 templates!
