# Upload new Document while personalizing Sequence or Template send

**URL:** <https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337>\
**Category:** HubSpot Ideas\
**Tags:** sequences, sales-documents\
**Created:** [March 21, 2017, 9:04pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337 "2017-03-21T21:04:19Z")\
**Posts on this page:** 20\
**Page:** 3

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**Author:** ![Meagan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/meagan/32/53791_2.png) [@Meagan](https://community.hubspot.com/u/Meagan)\
**Post date:** [May 15, 2019, 4:52pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/41 "2019-05-15T16:52:41Z")

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Still hoping this gets added.

The Hubspot response from @vbrech in January does not solve the attachment issue. Thanks!

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**Author:** ![VisualSitemaps](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/visualsitemaps/32/64675_2.png) [@VisualSitemaps](https://community.hubspot.com/u/VisualSitemaps)\
**Post date:** [May 15, 2019, 7:20pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/42 "2019-05-15T19:20:05Z")

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\*\*TEMP SOLUTION FOUND!!!  
 ![16x16_smiley-happy.png.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/2/22d5e40d253def47f5f4ea7f0e3e70be19010689.png)  
\*\*  
_\*only tested on GMAIL_  
   
1. create a New Email  
2. Upload the image into email via Google Drive ( this stores the email in the cloud - which is critical )  
3. Enter some text below or above the image ( dont ask..just do it or it wont work )  
4. Copy All the Text and embedded Image(s)  
5. Create a new Email and click Sequence  
6. Select a Sequence Template  
7. Paste the Clipboard content where you want into the email.  
Voila!!!  
This clever solution was brought to you by [https://VisualSitemaps.com](https://VisualSitemaps.com)  
**\*because we love to save you time. Try us.**

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**Author:** ![vikramsethurama](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/vikramsethurama/32/26012_2.png) [@vikramsethurama](https://community.hubspot.com/u/vikramsethurama)\
**Post date:** [July 2, 2019, 3:28pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/43 "2019-07-02T15:28:42Z")

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None of the solutions mentioned previously worked for me, but I found a somewhat easy workaround solution. Upload the image to [https://imgbb.com/](https://imgbb.com/) then copy the HTML code and paste it where you want the image in the sequence. This has worked for me every time and is relatively easy to do in bulk with many images/sequences!

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**Author:** ![gtanns](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/gtanns/32/92090_2.png) [@gtanns](https://community.hubspot.com/u/gtanns)\
**Post date:** [July 15, 2019, 7:41pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/44 "2019-07-15T19:41:47Z")

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Any recent developments? Please advise.

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**Author:** ![DJAllen1974](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/djallen1974/32/9373_2.png) [@DJAllen1974](https://community.hubspot.com/u/DJAllen1974)\
**Post date:** [July 31, 2019, 11:02am UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/45 "2019-07-31T11:02:01Z")

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We have a template set up for emailing quotations. Great!

We would like to add the comprehensive quote (pdf) as a document rather than an attachment. This allows us to then review when the document has been opened and how long the contact is spending on each page reviewing our proposal.

The current process is quite long winded. Once we have produced the quotation, we have to upload it to documents first and then go into quote templates and edit the template and search for the relevant document to add in.

Ideally we would like to be able to upload the document via our template directly from our server to streamline the process much quicker.

_ **Digits crossed you can come up with a solution!** _

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**Author:** ![bsm007](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bsm007/32/180264_2.png) [@bsm007](https://community.hubspot.com/u/bsm007)\
**Post date:** [September 17, 2019, 2:56pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/46 "2019-09-17T14:56:54Z")

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I concur - this is highly desired and desparately needed. A little concerned that this has not been addressed by now

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**Author:** ![ryanth](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ryanth/32/2679_2.png) [@ryanth](https://community.hubspot.com/u/ryanth)\
**Post date:** [October 8, 2019, 12:55am UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/47 "2019-10-08T00:55:53Z")

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It would be a huge help to allow for files to be attached to emails within a sequence. It creates another few steps to then have to upload a file to documents, create a shareable link and then imbed it within the email.

Otherwise, love if you can integrate Dropbox and Hubspot to automate the creation of documents or files to then create shareable links.

\*specific to sending over sales proposals that are unique to every client

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**Author:** ![MJ\_Bergeron](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mj_bergeron/32/82797_2.png) [@MJ\_Bergeron](https://community.hubspot.com/u/MJ_Bergeron)\
**Post date:** [October 31, 2019, 8:38pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/48 "2019-10-31T20:38:38Z")

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Hello,

I’ve seen that it wasn’t possible to attach document on a template or a sequence because it’s better for Hubspot tracking. In understand, but in our case it’s a major blocker as in some places they won’t click the link but rather download the file. It would thus be great to have the option to attach a file in templates and in sequences even if it’s not tracked, it would save us a lot of hours per week !

Thanks.

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**Author:** ![Goytia](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/goytia/32/30597_2.png) [@Goytia](https://community.hubspot.com/u/Goytia)\
**Post date:** [November 13, 2019, 5:58pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/49 "2019-11-13T17:58:42Z")

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Yes. It would be great. Document tool is good but sometimes the attachment is better and keeps all along the thread. We at goytia need this possibility also.

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**Author:** ![MK3](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mk3/32/35493_2.png) [@MK3](https://community.hubspot.com/u/MK3)\
**Post date:** [March 31, 2020, 2:00am UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/50 "2020-03-31T02:00:41Z")

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Any updates on this feature?

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**Author:** ![glencornell](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/glencornell/32/19242_2.png) [@glencornell](https://community.hubspot.com/u/glencornell)\
**Post date:** [April 6, 2020, 5:30pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/51 "2020-04-06T17:30:58Z")

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Hi Community!

We are currently planning to include the ability to insert images and documents as attachments to sequences at the moment of enrollment. This would allow users to add images, and files like .pdf, .ppt, .mov and more to a specific email in a sequence. This would upload and send the email with this file attached without requiring the use of the “Documents” tool and would not upload the file into your team’s shared File Manager. This will be designed to help users send images or documents that are only meant for the recipient of the sequence.

I will update here once we have made progress on this planned work.

Best,

Glen

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**Author:** ![finn](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/finn/32/102498_2.png) [@finn](https://community.hubspot.com/u/finn)\
**Post date:** [May 20, 2020, 7:24pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/52 "2020-05-20T19:24:41Z")

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+1

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**Author:** ![flashouse](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/flashouse/32/2490_2.png) [@flashouse](https://community.hubspot.com/u/flashouse)\
**Post date:** [May 22, 2020, 5:26pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/53 "2020-05-22T17:26:00Z")

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@glencornell Just checking to see if you have a timeline for the feature update?

Thanks,

Tom

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**Author:** ![mseibert52](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mseibert52/32/92090_2.png) [@mseibert52](https://community.hubspot.com/u/mseibert52)\
**Post date:** [August 19, 2020, 10:22pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/54 "2020-08-19T22:22:48Z")

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Any idea as to when this will be done?

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**Author:** ![evilc79](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/evilc79/32/22307_2.png) [@evilc79](https://community.hubspot.com/u/evilc79)\
**Post date:** [October 2, 2020, 4:07am UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/55 "2020-10-02T04:07:45Z")

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+1 for this idea

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**Author:** ![angelo2503](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/angelo2503/32/2679_2.png) [@angelo2503](https://community.hubspot.com/u/angelo2503)\
**Post date:** [October 24, 2020, 6:16pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/56 "2020-10-24T18:16:14Z")

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Absolutely yes. Pls improve it ASAP

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**Author:** ![MathieuSohier](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mathieusohier/32/82448_2.png) [@MathieuSohier](https://community.hubspot.com/u/MathieuSohier)\
**Post date:** [March 1, 2021, 10:44am UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/57 "2021-03-01T10:44:34Z")

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Hello,

I would like to know if this idea is now availble, it would be nice for all of us.

See you soon

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**Author:** ![BLargement](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/blargement/32/79091_2.png) [@BLargement](https://community.hubspot.com/u/BLargement)\
**Post date:** [March 1, 2021, 3:30pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/58 "2021-03-01T15:30:23Z")

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Any recent developments? Please advise.

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**Author:** ![kbishop](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kbishop/32/35493_2.png) [@kbishop](https://community.hubspot.com/u/kbishop)\
**Post date:** [March 4, 2021, 3:32pm UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/59 "2021-03-04T15:32:13Z")

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I want to get my sales team to all use sequences, but can’t without adding this feature. Hubspot, what is the status???

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**Author:** ![CWiltshire](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cwiltshire/32/79644_2.png) [@CWiltshire](https://community.hubspot.com/u/CWiltshire)\
**Post date:** [September 5, 2021, 9:41am UTC](https://community.hubspot.com/t/upload-new-document-while-personalizing-sequence-or-template-send/1337/60 "2021-09-05T09:41:55Z")

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Yes… this is something we really need! What is the use of sequencing if we an’t add the personalised individual quotes to follow up with… I am hoping to upgrade one of my clients to pro but without this feature I will have to look elsewhere!!

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