MediaClipAnother Orange Morning

The quote template migration tool only moves standard templates

3:09

HubSpot says migrating quote templates is “often time-consuming and manual.” Which usually means it doesn't happen. Teams don't do it.

The new tool helps, but only for a standard template. If yours was edited in the design manager or cloned, it can't move. Trisha Merriam: “I think it might be a miss.” Me: it's a start.

I'm still surprised how much Sales Hub usage doesn't include quotes at all. It can do so much now.

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Where this came from

Another Orange Morning - May 28, 2026

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