Upload new Document while personalizing Sequence or Template send

We REALLY need this!! We are sending quotes all day long. I want to get my sales team to all use sequences, but can’t without adding this feature. I’d use documents IF they could be saved and private just to that rep. Reps send Invoices and Quotes that only pertain to that one customer, that one order. No need to flood our Documents folder with that and share it with everyone.

PLEASE give us the ability to add attachmetns to Sequences. AND for HubSpot users to have their own private documents.

Add my voice to the chorus. I wasted time creating a sequence assuming I would, of course, be able to attach something. Seems like an oversight; a sequence email should be treated the same as any other email.

Yes agreed any update on progress with this?

+1 for the quote/invoice process. Want to send attach file to an email in the personalization phase of a sequence.

@veronicatavares - No, we cannot do this yet. Please do NOT shut this down.

We are all asking for the ability to ATTACH a document that’s specific to that chain, such as a quote or invoice. We do not need to link a HubSpot document such as a datasheet, which we already do have the ability to do.

This is a big flaw that is stoping us from using sequences for everything that we planned: Quoting, Estimating, Invoicing

Please, when will this be added?

How long before this becomes a reality?

Will this feature be available soon? It would be really helpful!

+1 for this please hubspot. Would love to attach quickly printed off invoices/quotes without having to upload them to hubspot documents first every time.

N.b. I just noticed that if you use send the sequence from gmail and add the attachment before setting up the sequence it does send the attachment with the first email…
Helps a bit but seems a bit flaky and wouldn’t work for emails after the first one.

+1 again. Any movement on this HubSpot?

Need to be able to attach documents to a sequence from within HubSpot!

Yes this would be a VERY useful feature. Right now I have to choose between using sequences and NOT in order to send an attachment.

One workaround would be if I could upload a document within the email interface very easily, then link to it in the sequence. It’s just not viable to go to the Documents section for each little quote/audit I might have to work with.

I love this idea! I know that there is the “documents” feature, but it’s a bit of a hassle to upload our individual quotes as documents. Would much rather just have the option to attach them.

+1 asap

+1 this would be really great to have.

Another vote for this feature.

Currently, I have a sequence starting at what I would consider “Email 2” which I have to schedule to follow the initial email. I’m skipping the attachment I wish I had in the later messages, and instead referencing the separate email I send first. Time consuming, but this is my work-around if it helps anyone.

This would be great if I can add a quote, invoice or any document when personalizing the sequence email.

It’s easy…just add the little paperclip in it’s normal place :grinning_face_with_smiling_eyes:
Thanks guys!

@ecohn Exactly +1

This is a mission-critical feature that I need for my sequences. What I need specifically is the ability to add a custom (e-mail specific) image in the first e-mail in the sequence.

Can’t seem to delete my comment, only edit.
Mods / Admins - Please delete this comment.

This is a no brainer feature that will have a 10x impact on the campaigns.
It can be technically done in 2 days.
But it has been idle. WHY?