Hello everyone, We currently developing our own quot templates and looking for a way to group products by type. Licenses (ongoing costs) Consultation (One-off costs) Optional licenses Optional consultation To achieve this, we have adde read more

Right now all users can see five Conversations Templates. But unfortunately teh five that anyone can see are the first five ever created in your instance. This isn't useful, as the first templates were potentially tests, or after a couple years, woe read more

We need to add some permanent text to every Price quote we send out. How do we do this? I don't see any options on how to have a block of text added to our Price Quote template. Also would like to know how to attach another document to each read more

If I go to conversations and create a template is their no option to create a template using HTML? Is there a way to use the Marketing / Design tools / html email creation to show up as templates in the conversations templates area?

I use the HubSpot "Templates" all day long every day to send emails out to prospects. I add a contact's email address and then click Template and it drops in my pre-written email message and allows me to customize from a consistent starting point. read more

Hi, hopefully I'm in the correct part of Hubspot Community, I couldn't exactly find the Design Tools group. I've done a n00b thing and deleted a template my website uses and was wondering if it can be retrieved, or will it have to be rebuilt read more

I've got some old templates that I don't want my sales reps to use anymore. I don't necessarily want to delete them, because I like the statistics on how they performed (analytics) as that info may be a good reference in the future. I know I ca read more

Hello, I have tried inserting an image from favicons to my quotation template using coding but the image did not display. here is my coding that I have created. <img width="250" height="250" style="border-rectangle: 50%; object-fit:cont read more

Hello! I'm wondering if opening a document counts towards a click rate. To me, since you have to click the link it should be a click rate. We are seeing that documents are being opened, but the click rate does not go up. For example: We had 13 read more

I wasn't entirely sure where to put custom quote template related posts since it's a new feature, but let me know if there is a better place than this. The problem The sales team adds taxes to quotes in percent format (ex: GST 5%) as standard read more

Hi there, I have the same issue as someone else. I stopped my sales starter plan and now I want to delete some of my templates which were in the sequences. I'm not able to delete them as the error I'm getting is that I need to delete the templat read more

I would highly appreciate that you develop a similar shortcut-feature for Templates, like you already have for Snippets when using #. When I send an email based on a template, there are so many clicks to send the email. I have to click with my read more