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.
👋Hi all! I'm Rachel from the HubSpot Product team. It's been possible to create custom file properties for Deals for some time, so I'm going to close this out as Delivered.
However, I wanted to provide a related update -
We've delivered improvements to custom file properties in the CRM that are in beta as of today. These improvements will allow you to upload files to custom file properties, enabling use cases such as requiring files to be attached when a deal is created (for example).
You can opt into the beta under Product Updates - "Improved file property experience in the CRM." Here's aquick demo of the functionality.
👋Hi all! I'm Rachel from the HubSpot Product team. It's been possible to create custom file properties for Deals for some time, so I'm going to close this out as Delivered.
However, I wanted to provide a related update -
We've delivered improvements to custom file properties in the CRM that are in beta as of today. These improvements will allow you to upload files to custom file properties, enabling use cases such as requiring files to be attached when a deal is created (for example).
You can opt into the beta under Product Updates - "Improved file property experience in the CRM." Here's aquick demo of the functionality.