HubSpot Ideas


Document filing system

We need a system where contracts and other important documents are filed together with the Deal, the Contact or the Company. That way everybody can follow what has been agreed on. It is not enough to have it as an attachment to an e-mail as it disappears in the crowd. It would be nice if it was arranged in the right side of the screen just as "Attachments" are today.

That way we can avoid keep looking outside HubSpot for being able to handle the clients properly.