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Legacy quotes or new quotes? Answer that before you try Breeze in the template editor

October 19, 2026

1:57

Before you try Breeze in the quote template editor, find out which kind of quotes you have.

The update says Breeze Assistant now works in the template editor, so template editing gets the same speed and consistency. Casey Hawkins had the first question right away: legacy quotes or new quotes? She answered it herself. If you're on Revenue Hub Professional or Enterprise, it's the new quotes.

Then comes the part I'd use right away. You have probably been doing good work on specific quotes because Breeze is already in the quote editor. When you catch yourself doing the same thing again, "maybe make a brief with Breeze Assistant while you're in a specific quote that you like."

The brief is what carries over. You "pick that brief up when you go over to the template editor to start working on it from there."

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