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scarlex on November 17, 2022
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
0 upvote
1 Reply
Community Manager
November 18, 2022 03:51
Hi @scarlex Thank you for reaching out. I want to tag some of our experts here - @coldrickjack @himanshurauthan @jolle do you ha...read more
GailFindlay on July 22, 2022
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
0 upvote
2 Replies
Participant
July 24, 2022 09:26
I was trying to avoid doing it manually, and no, we dont want more sales pro seats. I was hoping to point out that the current idea of making the "fi...read more
Solved
BGatsik on March 08, 2022
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
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Elite Partner
March 09, 2022 04:29
Hi @BGatsik If your requirements can't be achieved with the 'comments to buyer' or 'purchase terms' fields of the standard quote tool, then ...read more
Solved
SCusack4 on February 04, 2022
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?
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 04, 2022 10:51
Hi @SCusack4 , This is currently not possible. It has been requested by other users already but the product team is not currently planning on ...read more
SBaedke on October 20, 2021
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
0 upvote
1 Reply
Community Manager
October 21, 2021 02:23
Hi @SBaedke Thank you for reaching out! I cannot reproduce this on my gmail and I can see you have a ticket opened with HubSpot techni...read more
Solved
GPGW on May 20, 2021
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
0 upvote
2 Replies
Accepted Solution
Community Manager
May 20, 2021 19:17
Hello, @GPGW I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be able to ...read more
Solved
Arun_Opto22 on April 26, 2021
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
1 upvote
2 Replies
Accepted Solution
Recognized Expert | Platinum Partner
April 26, 2021 11:36
Hi @Arun_Opto22 , My recommendation would be to move them to an Archived folder for organizational purposes and then change the sharing. You h...read more
Kamelea on April 07, 2021
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
0 upvote
1 Reply
Guide | Diamond Partner
April 07, 2021 02:43
Hi @Kamelea , Pl add in head tag <link rel="shortcut icon" href=" https://www.hubspot.com/hubfs/HubSpot_Logos/HubSpot-Inversed-Favicon.png ...read more
MherfelPCN on March 05, 2021
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
Contributor
March 09, 2021 09:28
Hi Pam! So we are specially looking at this report in HubSpot. Does the click on the document not count here because it isn't technically a click...read more
graemeduckett on January 13, 2021
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
1 upvote
2 Replies
Contributor | Platinum Partner
May 25, 2022 17:12
Quote customisation is now out of beta but this is still an issue. When adding % fees or taxes to a quote it should display the total dollar value ...read more
Solved
ACarlisle on January 05, 2021
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
0 upvote
9 Replies
Accepted Solution
Community Manager
January 07, 2021 06:39
Hello @ACarlisle , Thank you for confirming. The sequences are deleted from the account, so you can manage your templates now. Kind...read more
Solved
krimerk on October 12, 2020
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
3 upvotes
1 Reply
Accepted Solution
Key Advisor
October 12, 2020 09:17
@krimerk - weird, I was just thinking this today! Perhaps # in the Subject field in an email (or another trigger key as you say) could search temp...read more
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