I’m working with an org that has one brand and one business unit setup in huubspot. they have another company that they own that has different branding, location, team, company name, etc. they currently don’t have products or quotes setup, but need to create a branded quote template using the other company’s branding and info for that team to use. can this be done by just creating a new quote template in hubspot which includes the other company’s data and branding without adding another business unit?
also, when i try to clone an existing quote template, i get the following error.
There was an error cloning your template.
Please refresh the page and try again.
I checked and I should have the correct permissions and do have a subdomain setup for the quotes object.
thanks all!
I checked and I should have the correct permissions and do have a subdomain setup for the quotes object.
thanks all!