Print notes

Notes are often used to take the most diverse information altogether, and there are some which could be useful into negotiations. I use to print some notes and have them filed (PDF) into the server. But this could be handy also for other activities.

What if some "single" activities are made printable? This is different than creating a full report.

HubSpot updates
9 Replies
Shaun1
New Member

 I have just searched for this and found this post as I am staggered that I cannot print a note ... is this correct? Is it not possible to print out a note?

 

Thanks

RFGrassi
Regular Contributor

Dear Shaun1 

as far as I understand you cannot print anything.

I am interested in printing notes at the very least. Sometimes you wanna file information on paper. You need it to go at the customer or to include it in an information file you give to them.

From Hubspot you cannot print at all.

The only option is to print the video content, like what you do with a site page that interests you. But the result is so awful, you soon stop doing that. You get a crumbled page, with part of the content... just try you'll see it yourself.

So YES you cannot print notes - and nothing else - from Hubspot.

I wish this will change soon.

maxwellm
New Contributor

Printing notes would be extremely useful! 

DigitalMemory
Regular Visitor

You can't print a contact record???!!! Really???

In my job there are instances where I would need to provide evidence of communications.

Being able to print out client details & notes , I would have thought that that would be a basic functionality required by many users?

Excel is looking pretty sophisticated, afterall.

I'm wanting to upgrade my business practice - not downgrade.

C'mon Hubspot.  You do so much so right ...

 

 

mpherr
Occasional Contributor

This should be a basic functionality. Printing or saving as PDF is essential to work with the gathered information throughout our company - please work on this!

sauph
Occasional Contributor

YES! This should be a basic functionality for sure!

MRTucker
Occasional Contributor

This would be hugely useful!! Our Sales team has an overview not pinned to the top of deals and we have to copy paste it to print it out for meetings.

bulogyx
Occasional Contributor

We recently started using Hubspot tickets. We log calls and meetings and emails in the tickets, of course. This is great. But the important stuff we put into notes. That's where we enter what we did to address the ticket. Such actions are not a call or email. That's why we use notes.

 

Then we would need to provide the notes to the client as substantiation for billing. There is no way to do this! I'm shocked. If I try to simply print the page I'm looking at using the browser print feature, it only shows one page rather than the dozen or so of notes. And even if it could print them, I have to first click each note to "expand" the view. So we need not only a print feature, but also a bulk expand collapse ability. It would also be nice to be able to filter a list of notes, say by date or by team member, to be able to filter what is printed/exported to pdf.

 

If I can't get the notes out of hubspot, the entire ticketing system is of no use to us. Is there some way to do this in some sort of premium service that I'm not seeing? It seems like such a basic obvious function to print or export to pdf what is seen on the screen in full.

sachinr
Occasional Contributor

I wanted to mention that Notejoy, a collaborative notes app, integrates deeply with HubSpot to allow you to create, view, and collaboratively edit notes directly from the HubSpot interface.

 

We also allow you to cleanly print notes as PDFs that you can then share as needed.

 

You'll also get the benefit of rich formatting in your notes as well as the ability to upload rich media like images and documents into your notes.

 

You can learn more about the integration here.