Choose from different quotes templates

[Anschmid]

Hi there

We need to have different quotes templates. What I didn't discover so far is, how (as a user) to choose from the different templates, when the user is in the process of creating a quote. 

The way I did it:  deals --> quotes --> add --> but the the user sees the standard template only, there are no options visible (and ready to use).

Anyone knows how to proceed?

[Anschmid]

Thanks for your input, I was able to solve it. 

[PamCotton]

Hey @franksteiner79, thank you for helping!

Kindly,

Pam

[franksteiner79 · Accepted solution]

Hi @Anschmid 

The step to select the quote template has been put at the end.

I also found out by accident, not a big fan and another case of HubSpot "verschlimmbessern" something that worked pretty well to begin with.

Hope that helps.

Frank