HubSpot Ideas

ccohen1

Simple Toggle Switch to Disable Downloads of Shared Sales Documents!

Sales documents can be sensitive. Due to Hubspot's download button being always available, these documents are not secure!

 

One of the value propositions of hosting documents online in our CRM is that the customer can view them, but can't share them without permission (or at least can't share them without us knowing who they were sent to)

 

The email requirement protects the document from the first viewer only. After that, they can download and share at will.

 

This also means that any future viewers who recieve a downloaded copy will not be included in the document viewership metrics / reporting.

 

Additionally, by preventing downloads, we could actually encourage customers to share the link, and this would enhance our visibility into potential decision-makers within the company.

 

I saw that this issue was created in 2017 and was very popular, but I think 4 years later it is worthy of a re-examination. The issue was very popular then and I think it will continue to be popular now. I think hubspot is losing out on a significant "secure" sales enablement solution here, all over a single "off" switch! Please consider!

 

Thank you

18 Replies
ccohen1
Member

Document viewers screenshot showing the always-on download button

 

Screen Shot 2021-06-09 at 3.11.00 PM.png

SiddharthGarg91
Participant

Hey @ccohen1 , you can check out CloudFiles which offers ability to disable downloads on documents among other things. Everything works within HubSpot.

RTorres34
Participant

Bumping this! It's super important to understand who else is viewing the documents. 

LDray
Member

Je suis 100% d'accord, pour nous iol est important que nos documents soit lisible mais essentiel aussi qu'il ne soit pas téléchargeable ou imprimable. Nous aimerions pouvoir analyqser qui regarde nos documents sans se soucier du plagia. Quitte à ce que le client face un demande pour être téléchargé que nous accepterons au cas par cas.

Pensez-vous que c'est dans les tuyaux pour le 1er semestre 2024 ?

Pinus
Member

very simple and very useful!
i would help hubspot in a direct comparison against Docsend

TheBear
Member

Sales Documents and Marketing Files should be possible to make undownloadable if needed.

KJose
Member

Agreed. Would love if Hubspot could add this feature asap. 

DReghis
Member

Agreed. Also, the ability to upload a new version of the document from Hubspot and automatically update the link to point to the new version of the document without affecting the link itself.

LaurenLanger
Member

Upvoting this as it will be a very beneficial add

AKorestashova
Member

Would be very helpful to have this feature!

MicheWelsh
Member

Upvoting

GGarriga
Member

Hard to believe that Hubspot is not ensuring this feature for the documents after 7y of requests...and you have to pay for an extra tool, such as Cloudfiles, to ensure your customers can't download a document Sometimes it is better to work on improving the current functionalities than being too fancy with new AI features...

BAlzati
Member

A disable download should not have to rely on a third party app. When would this feature be implemented.

BecksPloeg
Participant

I would love this feature. I don't want to have to pay for yet another third-party app. Cheers

keshukeshvala
Contributor

Like Linkedin Smart Links its must needed feature.

@hubspot Team please provide this option. 

Many time you share a content which you dont want someone to copy with its formate....

JGarcia06
Member

Je suis 100% d'accord, pour nous iol est important que nos documents soit lisible mais essentiel aussi qu'il ne soit pas téléchargeable ou imprimable

MCharlanes6
Participant

We would love this feature as well! @hubspot 

ImNerdy
Participant

+1