Attach document in sequences

My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before sending. 

 

 

24 Replies
Community Manager
Community Manager
updated to: Already Exists

Hey @veronicatavares this already exists as a Sales Pro feature, you can check out the Documents tool here: An overview of Documents

veronicatavares
New Contributor

Hi @roisinkirby, we spoke with May from hubspot over chat and were told to suggest this as an idea as it does not exit. When personalizing the sequence, we would like to be able to attach something. That is currently not possible. It would be great to be able to attach things to email as a personalization and not as the standard for the sequence/template.

 

Please refer to Support Ticket #528734

mark_nextgen
New Contributor

THsi feature would be very desirable, any movement on it? 

nikkiv
Regular Contributor

I agree this would be a nice feature. You can add documents but I would like to personalize certain emails with specific documents. Can I suggest this as a feature?

Community Manager
Community Manager
updated to: Idea Submitted
 
Eumari
Regular Contributor

This will be def great to have. Sequences are not personalized and part of doing this while enrolling contacts on a sequence is adding doccuments we woul want them to see. I vote for this!

Mirsky
New Contributor

Having the ability to personalize the sequence by adding an attachment would be extremely helpful for our sales reps. It would be unideal to consistently have to change our "templates" just to use "Sequences."

Kanefire
Regular Contributor

Also need this...come on Hubspot, I'm finding way too many things missing!

ilarabinowitz
Regular Contributor

I need this badly!!! Would be a game changer for our sales process.

CaptainWasHere
Occasional Contributor

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.