Marketing Emails / Lists / Workflows / Sales Tools - Folders

Making it posssible to create subfolders would really help us (the Marketing people) to have a much more organized and efficient file structure with no duplicates and outdated documents to be shared with our sales reps. After our sales team started to upload documents by themselves, this “Sales>Documents” folder soon became a mess. So we would highly appreciate the option to create subfolders! :slightly_smiling_face:

Hi Community,

We are continuing to follow this thread and the increases in requests in recent weeks. At this time there are no immediate plans to develop this Idea, but that is not to say that this idea will not be developed. The ability to add folders within folder, while seemingly a quick fix, will require some broader changes to how our sales content library is built. We will be considering multiple potential changes to organization and layout in sales content library before we update this issue to “Being Reviewed”.

Great idea! As you can within the landing pages section but not in workflows

+1

+1! Folders within folders seems to be inconsistent across Hubspot.

This would greatly help my team, as we currently have multiple people making templates and need a better way to organize them!

Hi,

Upvote for this feature to be added within the Product Library.

This is needed.

Thanks!

Isabella

Upvoted :slightly_smiling_face:

I’d need subfolders within Workflows; to organize the toolsets for same concept(s) and projects consequently.

This would help tremendously, and without this feature, it is becomeing more and more difficult to use for us as we grow as a company.

Any updates on this idea? Thanks!

I’d like to see folders within folders too.
We have different communciations within our teams, and the way the templates currently sort from last used means they keep moving around and aren’t easy to find.
Could someone from HubSpot please update this thread? Not sure where this is at in 2021.

Thank you!

Need this in workflows too

This is really needed. It needs to be included in the products area as well so that when sales is building the deal they can find the correct products. We have different brands with different items and prices this means I will have an over abundance of mini-folders for each of the brands.

Sub folders is a must throughout, when managing multiple brands and teams all with their own workflows, landing pages, pipeline, forms etc its makes it difficult to put folders into a logical format without the ability to have sub-folders.

Please move this to the top of the priority list. This would be an extremely helpful feature in order to maximize efficiency in using templates for our sales teams.

I have been using HubSpot for 2 years now and am fully entrenched in the CRM. The biggest shortfall is document management. My office currently shares sales documents using Google Drive. I have 3500 files and 600 folders. Some of these files and folders can be removed or paired down. However, all the information is relevant to day to day real estate sales.

The Problem.

  • There is a limit of 1000 documents. This should be increased. Rational: When we work with strata (condos) there can be 20 documents just of two years of meeting minutes, couple in strata plans, disclosures, and other pertinent documents for our clients, the 1000 mark becomes extremely limited.
  • Folders cannot be nested. So, if I have s complex called “FUN COMPLEX” and I have sub directories for Insurance, 2 years of strata minutes, various disclosures, zoning documents etc. I am forced to flatten out the hierarchy. This means I would have to follow the following naming conventions: FUN COMPLEX - INSURANCE, FUN COMPLEX - STRATA MINUTES, FUN COMPLEX - ZONING, etc., etc., etc…How do the large companies’ mange sales documentation sharing of this nature? Sub Directories help keep documents easily updated. So, I can create a subdir called 2021 STRATA MINUTES. Once 2022 comes, I can delete or archive that DIR (if needed).
  • Currently we are using google drive. However, for speed and tracking purposes, it is far better for us to start using HubSpot since it is becoming central to my operations. Google files stream has its challenges (it is good but not great). It is for my usage best as a repository for historical information. HubSpot is best suited for on demand sales documents to help drive sales.

The Solution?

  • Allow for subdirectories
  • Increase files storage limits
  • Create a killer search alogrythm to help find documents
  • Allow a search function to only look for a file type and or folder. Currently a search will display everything.
  • Spontaneously materialize a proper dram of Scotch :-]

I can see this is a VERY old thread but I hope it is revisited again.

Thanks,

Gianpiero

I see that the last time there was an update on this by a staff member was back in September. I’m hoping the suggestion has gained some traction amongst the developers in the last five months. Can you give us the status of where this is in the hierarchy of consideration? Thank you very much.

This would be incredibly helpful to have for workflows. We are extremely limited in the ways we can organize our workflows because of the single level of folders available!

I use templates for emails a lot. I’d like the ability to organize the templates in folders within folders within folders. Right now, I can only go 2 folders deep and I need to organize my templates more than that. If we could remove the limit on the amount of folders (similar to a PC allows for as many folder deep as you’d like), that’d be great!

We should be able to create folders within folders for email templates. It would create better labeling and organization for us. At the moment, this is not available which creates a lot of folders in the main template interface.