We recently purchased 1 Commerce Hub Professional seat but it isn’t fit for purpose.
We purchased it so that a sales rep could send out a quote and use the native e-signature functionality to get the quote signed. (With the intention of standardizing on Hubspot and not buying lots of 3rd party apps)
As an Admin working as the Deal Desk manager, I have setup the new quote templates using the new CPQ functionality, but I can’t see the quote templates. I am stuck on the old legacy quote interface because I don’t have a license.
After spending a bunch of time troubleshooting with support, it seems that this is the expected behavior, but it does not make sense to have an org where you have both legacy and new/beta quotes available in an org. (In Salesforce, you would only have one version for the whole org, regardless of license)
So, the very normal use case of having your Deal Desk person create an approved quote for a sales rep to send out to the customer doesn’t work UNLESS you buy a seat for every single person that interacts with the quote. It is a very poor user experience to have an admin be able to configure a quote template but then not actually be able to test or access it.
I don’t agree with this licensing model, but if you want to continue down this path, you need to make sure your sales reps are crystal clear that admins + every person sending out a quote need to have a Commerce seat. You should never buy a single license unless your sales rep is the admin, which I think most of us would agree is a very bad idea.