Auto-Suggestion for Sales Documents

[annecaylin]

Hello!

All of our Sales Reps use the Hubspot gmail extension. We also use Sales Documents for all of our client-facing materials. It would be great if the extension would pay attention to the text in the email and auto-suggest a relevant document to include, instead of our team needing to search for them.

[james-portant · Accepted solution]

Hi @annecaylin 

Nice to meet you!

We have a document automation app for HubSpot called Portant. I think it might be helpful in this case because you can set up workflows that automatically attach a document to an email and send it via Gmail. (this document could also be personalised using data from the deal and associated objects) I made a short 60s video about it here:

If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel to book a call here: https://calendly.com/james-portant/30-min-meeting

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

[Lucila-Andimol · Accepted solution]

Hey @annecaylin 

this is a great idea, I think this will arrive shortyl with AI.

In the meantime I could suggest building Email templates for the team

so that they know what to send for each step of the sales process, and link with the appropriate documents.

Do you have a guide or playbooks for them to identify which documents they should use in each case?

[james-portant · Accepted solution]

Hi @annecaylin 

Nice to meet you!

We have a document automation app for HubSpot called Portant. I think it might be helpful in this case because you can set up workflows that automatically attach a document to an email and send it via Gmail. (this document could also be personalised using data from the deal and associated objects) I made a short 60s video about it here:

If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel to book a call here: https://calendly.com/james-portant/30-min-meeting

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

[PamCotton]

Hey @annecaylin, thank you for posting in our Community!

I would recommend as a workaround to streamline your workflow, you might consider organizing your Sales Documents in a way that makes them easily searchable or categorizing them by common themes or topics. This could help your team quickly locate the most relevant documents without needing to search extensively.

To our top experts, @Lucila-Andimol, @MatthewShepherd do you have any recommendations for @annecaylin matter?

Thank you,

Pam