Save email draft in CRM

HubSpot Ideas
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41

Yes we desperately need this. The Shared Inbox/Team Inbox is nearly perfect. It allows our team to create the emails using templates in HubSpot and avoid using Add-ins or shared login credentials, and it takes care of formatting, auto-tagging, and auto-logging. Our process is fairly simple, and the draft component is what is hindering it right now.

1) Get a lead, that requires a specific template response (however, we must review it, before it sends).
2) Rep goes into the shared Outlook, drafts the email, uses a template, and then notifies a manager.
3) Manager reviews the email and makes sure it is correct, then sends through the shared Outlook email address.
If I could do this all within HubSpot and just have a Drafts folder in the Team Inbox, our process would be 100%

42

So annoying that we can’t save drafts

43

Completely agree. It’s incredibly frustrating that I can’t save a draft email to send later! It seems bizarre to have to use both gmail and hubspot to send emails. I would love to see drafts as a feature.

44

Yes please like in any email editor, it would be useful to be able to save as draft, for many reasons!

45

Would you kindly look at the idea of creating an option to create DRAFT emails (not marketing emails), where your superior can first check the email before it has been sent to the client?

This would be normal emails, like requesting shipping information from a client, or answering a question they might have about a product we are selling.

If one is a junior team member and we need the junior to contact clients our our behalf, but we want to check the email for lets say grammar or spelling mistakes before the email is sent out?

46

This is a MUST HAVE feature, my colleague just has lost quite a big email reply. Please reconsider implementing it. Thanks.

47

I’ve been burned by the no-draft lack-of-feature several times now. I would greatly appreciate this improvement.

48

I add to this also:

I’d like drafts to be accessible by the whole team.

E.g

I have to train a new employee, he/she prepare draft emails, then a senior check it and send it

49

I continue to be frustrated by the absence of auto-save when composing notes or emails. I have lost notes and message drafts many many times and am forced to begin again. Let’s get up to 2022 and provide auto-save feature, please!

50

Having the option to save a draft while creating a sales email template would save a lot of time when accidentally closing the window or refreshing the page. My customer accidentally did it so we hope this is implemented.

51

The auto-save feature would be nice specifically on the Sales Email Template creation.

52

Hello,

Any update on this @hroberts ?

This has been reported in this thread since November 2018

This same issue was reported in July 2017 Here https://community.hubspot.com/t5/Email-Marketing-Tool/Saving-an-email-draft-in-Hubspot-CRM/m-p/23519

This is a really basic yet critical feature.

53

Any update? I have the same issue, lost all my email :confused: would like a draft option

54

Throwing another comment into the ring here just to reiterate my support for this feature - although it sounds like it will fall on deaf ears given how long and old this thread is.

55

Following up with the rest of the community on this. @goconnor Can we get a community manager to give a comment on this idea?

56

Hi

coming from Missive, I really find useful to share emails’s draft before to send. Unfortunately, I can’t do it in Hubspot when preparing an email inside a Deal

Tks

Francesco

57

This would be highly valuable for teams that require draft approval, such as ours that work in finance and tech.

58

I agree 100%. We’re coming from Front App and not being able to share drafts before sending (especially to get supervisor approval) is a major drawback/shortcoming of Hubspot.

59

This needs to be a part of this platform. I hope to see this developed ASAP.

60

Its been too long that members have asked for this feature. An essential feature might I add.