Our sales reps use the same intro text, line items, and SDA verbage for nearly every quote they make. Why must we create a quote from scratch every time in Hubspot? Seems like a pretty basic feature to have a couple templates that you can use for new deals. Currently there is a "clone" feature for new quotes... but you cannot change the deal name associated with the quote afterward which makes this useless unless needing to clone a quote for the same deal. In our previous CRM, Buildertrend, we had an entire tab view where we could create proposal templates (AKA quote templates). This was super helpful because anytime we created a new quote, we could choose to use use a previous quote as the template base so there was minimal information to adjust. Saved us SO MUCH time not having to copy/paste info into each section of the quote every time we created a new one. I'll attach a screenshot of what this looked like in our old platform.
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