Quote Template Migration Tool

What it is

Admins can migrate a standard Legacy Quotes template to Commerce Hub Quotes, generating an editable template and a migration report in one flow. The limitation is the same as it has been: it only applies to standard templates that have not been edited in Design Manager or cloned into a custom version, and you need access to both Legacy Quotes and the current quotes. This is in public beta for Revenue Hub Professional and Enterprise.

Why it matters

Template rework is exactly what has kept teams parked on legacy quotes, so any migration path helps. The honest read is that it is a start with a real ceiling, because the teams most invested in quoting are the ones with customized templates that do not qualify. If your templates are stock, migrate now. If they are custom, treat this as a signal of direction more than a solution.