Add Attachments on Deals to associated Companies/Contacts

HubSpot Ideas
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1

When adding an attachment to a deal, that attachment should also be added/associated with the associated company and contact records.
I realize every deal can be unique but if a deal is associated to a company/contact record, every attachment should also be added to the associated records.
Example: When I upload an agreement to a deal, I should then be able to view that attachment from the associated company record and/or the associated contact record.

Potential Alternative: When uploading an attachment, be given the opportunity to select/deselect also adding it to the associated company/contact records. That would give each user control.
Value Added: Support/Customer Success teams would not have to dig for agreements/files inside of deals nor would the sales team have to upload to multiple places.

2

I 100% agree, in fact, I just logged in here to write the exact same thing. An initial contract, a copy of a signed quote, and relevant documentation that were used when the deal for the company was in the sales pipeline should show up in the associated company’s attachments.

There is also a need for a place in Files to see all files, quotes, attachments associated with a customer (their company, deal, lead, ticket, and other objects) are associated with. This could be more convenient than seeing them under each company’s attachments tab.

Perhaps the company object needs to be the key to make all these associations to, so it can be that customer’s main/key object.