Hi all! The messages are reaching me! Apologies for not posting an update sooner. I'm putting this into Being Reviewed because it is a project I am hoping we can get to later this year. I can't make any promises right now though.
Reading through the comments, it looks like there are a few different ideas represented here, falling into two main categories:
The ability to intentionally save an email in a Draft state because you're still workshopping the content, reviewing with colleagues, etc., and want to revisit it later.
An autosave functionality in the email communicator that reloads the content previously there if there is a glitch or you accidentally refresh your browser, etc.
It will likely take a few different teams to accomplish these different asks. If we're able to work on one and not the other, I will clarify that here and create a separate idea to track, if necessary. UPDATE: https://community.hubspot.com/t5/HubSpot-Ideas/Autosave-draft-emails/idc-p/926848 was put on my radar as a related post. Let's use that one to track if 2 is your use case, and this will be for 1!
Hi everyone - Thanks so much for your comments and engagements on this thread. We take your feedback very seriously and have been tracking the popularity of this request. We don't currently have the bandwidth to tackle this work right now, so I'm updating the status of this idea to reflect that. Apologies that it's not better news, but I will be back here with an update if and when we are able to move forward with this!
I'd like to make a feature request for saving drafts. Currently when typing a mail in HubSpot to a contact, navigating away deletes the mail, with no option to save a draft.
This is very cumbersome when typing multiple mails as closing any tab deletes the mail.
Causing issues all the time with multiple users reporting they are losing long emails and notes and creating frustration with HubSpot. Its actually making adoption really hard for us as its a basic requirement that users expect to come as standard in 2022
I agree 100%. We're coming from Front App and not being able to share drafts before sending (especially to get supervisor approval) is a major drawback/shortcoming of Hubspot.
I just spent an hour this morning drafting a response.. only to find out that hubspot doesn't save drafts. Came back a few hours later and it was gone.
This is VERY upsetting. You would think the largest CRM on the planet would have better functionality for marketers.
I actually just noticed... these messages... for these comments... EVEN HAVE AUTOSAVE. What gives? You put autosave functionality on the complaints against you, but not the emails in your CRM software? ... LOL
This would be a really useful feature for sales teams. Use case: Teams who need approval before sending emails, they will be able to save an email on a record as a draft instead of saving externally/as a note and having to go through multiple steps to then craft it as an email within HubSpot.
This BUG is a huge issue. How can this be reported nearly 5 years ago and still be an unplanned fix? This is unacceptable HubSpot. Conducting business mostly via email requires the ability to save DRAFTS! I assume you (HS) use your own system and have experienced this as well? Not hard to replicate....Look forward to the fix in 2023. Thanks!
Not only should this be available, but drafts should autosave! Just like everything else in HubSpot... our Support emails often take several rounds of technical input to put together. That is impossible right now without a draft feature. And even for simple responses, people can lose Internet connection/accidentally close a window/any number of things can happen. Email drafts in the CRM and in Conversations Inbox should autosave.
Situation: Composing an email under a contact. Need to stop to do some other work. (Noticed this has issue has 190 upvotes over a number of years)
Experienced: The email can inadvertantly be lost
Expected: The email should be autosaved. Or at the least be able to be saved manually.
To further make my point, "Your content was last auto-saved at 2:49 PM" is at the bottom of this comment / bug report. Even this has an auto save and it is not nearly as important as an email that could have taken an hour to write.
Suggestion: to ensure the email is not forgotten the system should automatically set up a task to remind the writer that the draft email has not be sent.
This would seem to be such an easy change to make......why does it take so long? Hope it is OK that I will copy this to the PM of this product on LinkedIn
Hi. When I forward a message I see 3 dots on the bottom but when I hover over them a message says "the contents on this section cannot be edited". When I reply to a message I don't see the 3 dots nor the original message. Doesn't it make sense to be able to see the original messages just like in any email program, to get context, without having to open an extra tab just to see them?
Also, when creating an email and stopping midway, if I close it why I am I not able to see the draft a while later?