Restore Deleted Sales Document

HubSpot Ideas

Status: Not Currently Planned

Status history

1

When a Sales Document gets (accidentally) deleted, you lose the view tracking data and any links that you have shared to the document are broken. For a Document that has been shared externally many times, this is a huge loss. Much like there is a way to restore files and records, it would be very valuable to be able to restore a deleted Document.

While this feature is not yet developed, a helpful interim could be a clearer warning when deleting Documents and let users know that there is an option to re-upload a new version of an existing Document instead.

2

I’ve just been affected by this issue. A colleague has deleted a file from the sales documents folder which was sent out to a long list of contacts.

Every fix I can think of has failed:

  • There was no warning for the user before deleting the document - to say ‘this is being used in X email template’
  • I don’t seem to be able to restrict permissions to stop it from happening again
  • I can’t see how to restore the document
  • I can’t see how to redirect traffic from the missing link to a new version of the file

Has anyone found a way around this?

3

This is definitely needed. I had a colleague delete some important documents while I was off of work. I’m not sure why you can restore files, companies, and contacts, but not documents? Now we have thousands of broken links out there.

4

Yes definitely. There should be option to restore the documents!!

6

Hi everyone,

I’m Ryan, the Product Manager for HubSpot’s Sales Documents tool.

Thank you for taking the time to share this idea — we genuinely read and consider everything submitted here.

While we don’t yet have a way to restore a deleted Sales Document , we’ve made a few improvements to help prevent accidental loss.

  • There’s now a clear warning that deleting a document will remove all historical engagement tracking, and a specific warning when you’re about to delete a document owned by someone else.
  • We’ve also added more granular read/write permissions, so users can create links without being able to add or delete documents.
    • Admins can configure this in Settings > Users & Teams by selecting a user and choosing Edit permissions. Under Sales, turn on Sales Access and leave Documents off for read access: sellers can view documents and create links, but can’t upload or delete them.

These changes help reduce the risk, but they don’t recover a deleted document or fix links that are already broken. That said, we revisit our roadmap regularly, and customer ideas like this one do influence what we prioritize.

Thanks,

Ryan