Allow File as Field Type in Deal Property

ClemOaky

For the sake of proper Contract Management, I want to make sure that a Signed Contract is uploaded for each and every one of my (teams) deals. Currently, I can upload documents to deal, but can't filter on Deals without a file uploaded, and even if a file is uploaded, it might be an empty contract sent as attachment to my prospect.

What I need is a new Deal Property called "Signed Contract" and I need to be able to upload my signed contract documents (pdf) there. That way I can keep a great overview of which contract is missing and take the appropriate action.


Screenshot 2020-03-24 at 16.18.38.png

HubSpot updates
3 Replies
DAngeli
Member

Waiting for it! 

ErikaJ
Participant | Diamond Partner

Would love this!

abbywillig
Member

yes