Great minds think alike

Hello,   I am cleaning my company's template. I identified more than 700 unused templates thanks to the sales content analytics report.    I wanted to select those 700 from there and move them to a cleaning folder BUT that is imposible.   Result: I'll have to go one by one to place the folder in the template.   My request is simply to have the possibility to move the templates in a folder directly from the sales content analytics. It would be such a  time saver.  Maxime ...read more

Hello everyone, I have the problem that I cannot restrict folders for the e-mail templates for individual teams. I can only restrict the individual emails. This means that the teams can see all folders, but not all emails. Maybe some of you have the same problem. It would be good if you could share folders with certain e-mail templates with certain teams and not with others. Best regards Julian Niebuhr ______ Hallo zusammen, ich habe das Problem, dass ich Ordner für die E-Mail Vorlagen nicht für einzelne Teams beschränken kann. Nur die einzelnen E-Mails kann ich beschränken. Das bedeutet, die Teams sehen zwar alle Ordner, aber nicht alle E-Mails. Vielleicht, haben ja manche von euch auch das Problem. Es wäre gut wenn man Ordner mit bestimmten E-Mail Vorlagen an bestimmte Teams freigeben kann und manche eben nicht. Viele Grüße Julian Niebuhr ...read more

Currently snippets can only be created manually and there is no way to create snippets in bulk such as through an import. It requires a lot of copy and paste which most users do have the time or resources to devote to.   It would be beneficial to have the ability to mass import snippets in HubSpot, given their versatility across different areas such as contact, company, deal, and ticket records, as well as in email templates, chat conversations, and when logging activities or notes. This feature would be particularly valuable if users could access it on both desktop and mobile platforms with a select multiple option. ...read more

For the moment in Enterprice licences it is only able to use personalization tokens of custom objects in Marketing emails  BUT not in sales email templates or snippets. We need this information to be availables to better personalize the sales activities . ...read more

I want it to be possible to change the invoice template. For Belgian companies it is obliged to note the VAT number of the customer on the invoice. Also i would like to change the lay-out and offer a way to pay by bank transfer.  ...read more

When creating templates, the requirement arose that templates could be released for viewing by people, but could not be used or edited. According to Hubspot support, there are currently no viewing rights for templates. ...read more

We NEED the ability to choose what 5 email templates are available for free users.   We onboarded with HubSpot in 2021. We have a temp that started yesterday. They need to be able to send emails using ONE email template. That's the ONE thing they need to do in HubSpot.   Apparently a free user can only use the first five templates that were created in our account back in 2021, and that there is no way to change what templates they can use without deleting every template and recreating them in a new order.   Unless I or someone else with a paid seat carves out the time to delete 1,193 templates and recreate them manually, we would need to pay more than $1k a year for a Sales seat for him to use the template we created. This is for a temp, someone that will be working with us for maybe 3, 4 months.    This is either a cash-grab or an insane limitation of the system that product/development needs to fix. ...read more

Hubspot needs to offer tools to help customers manage their Template and Snippet assets.      Here is an overview of my proposal: * Enable searching content within the templates instead of just the template title. (from the Templates management page - https://app.hubspot.com/templates) * Enable Export and Import of Templates and Snippets. * Enable accessing Templates and Snippets through the API so we can do anything we want with these assets. * Very nice to have, but not necessary if above stuff is enabled: Offer a search and replace functionality across Templates.   Currently (and very oddly) we are not able to import or export Email Templates (Conversations > Templates) or snippets. We also cannot search content within these Templates or Snippets. We have nearly 200 templates, and Hubspot offers no tools to help manage these templates. For example, we changed our offering and removed Free Shipping. We needed to manually open each and every template to check if it referenced Free Shipping and then manually change it. It was an incredibly time intensive exercise, and we've have to do this multiple times over the years as things have changed.    There are multiple other reasons to enable us to leverage these templates, but the current toolset is not at all scaleable or leverageable at all. We extensively use templates and this is one area where Hubspot needs to give us some love.   Thanks!     ...read more