Adding to this Idea instead of creating a new one, but this lacking feature is literally preventing us from using the Hubspot Commerce space for very similar features. @hubspot, I think it's an easy solution and just requires a re-arrangement/utilization of features that exist already. Let me explain: PROBLEM: For service providers who need to create and submit Proposals, Quotes, SOWs that capture the customer problem, solution, and associated costs/terms, the written language is different every time. Right now we use Word / Google Docs to compose that. Hubspot's current Quote Template features do not suffice because when you go to create and use one on a Deal, the language in the Quote Template is locked and un-editable. For example, I want to edit the portions the red arrow is pointing to, but can't: That we cannot edit the text in the Quote Wizard is a major problem... in B2B sales rarely can text be templatized like Hubspot has it. SOLUTION: All Hubspot needs to do is reconfigure the feature set to allow in-element editability within a Quote Template. For example, when I'm creating this quote and want to capture/write the unique details of the Deal with tailored language to our customer, we can enable the rich text editing properties that are available all throughout Hubspot into the Quote-building Wizard... for example like this: ADVANCED SOLUTION: Utilizing same featuers that drive Snippets, Emails, Templates, etc. -- and taking inspiration from DocuSign, PandaDocs, etc. -- Hubspot could allow Users to save text blocks for later insertion into some sort of "Smart Blocks" library. For example, an "Intellectual Property" clause or "Terms and Conditions".
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