HubSpot Ideas

PClappers

Custom property for uploading files in deals

The attachments in deals get filled with email signatures and other non-relevant files. We're switching to Hubspot quotes, but we want to upload our current pdf quotes to our current deals. 

 

We want to use a custom File field for these quotes, but currently the File field only works in forms. This isn't very convenient. 

 

Please add this feature! 

2 Replies
RXS-DIQ
Member

Agree, I want to be able to track specific files, such as "NDA" and "Services Agreement" as custom fields so I can then check if a file exists and send out reminders, etc.

RXS-DIQ
Member

This idea is similar and has traction, add your votes over here: https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-file-uploads-need-to-be-more-user-friendl...