Good Afternoon Sales Community!
I am looking for any assistance with adding our “Estimate Form” template to the sales process. Ideally, this would be a document that we upload and make a part of the automated workflow. We need to be able to edit this template (currently a Microsoft Word doc) inside of HubSpot. Is this possible?
Hi @JHill83,
This is currently not supported by HubSpot. If you want to work with a Microsoft Word document, it would have to be edited and saved outside of HubSpot and then added to a deal as an attachment. If this is a crucial step in your sales process, you could remind sales reps about it by sending an internal email in a workflow when a deal enters the appropriate deal stage. (In that email, you could link to the document.)
Alternatively, you could re-create the process in HubSpot entirely, using custom deal properties. For each field in your form, create a custom deal property. You can then make these properties required before a deal can move to the next stage, see here: Set up and manage object pipelines
Hope this helps!