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Upload new Document while personalizing Sequence or Template send

My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before sending. 

 

 

HubSpot updates
Upload new Document while personalizing Sequence or Template sendGestor de la comunidad
Re: Attach document in sequences - changed to: Idea Submitted
09-20-2017

Upload new Document while personalizing Sequence or Template sendGestor de la comunidad
Re: Attach document in sequences - changed to: Already Exists
03-22-2017

Hey @veronicatavares this already exists as a Sales Pro feature, you can check out the Documents tool here: An overview of Documents

48 Comentarios
ilarabinowitz
Colaborador habitual

I need this badly!!! Would be a game changer for our sales process.

CaptainWasHere
Colaborador ocasional

We REALLY need this!! We are sending quotes all day long. I want to get my sales team to all use sequences, but can't without adding this feature. I'd use documents IF they could be saved and private just to that rep. Reps send Invoices and Quotes that only pertain to that one customer, that one order. No need to flood our Documents folder with that and share it with everyone. 

 

PLEASE give us the ability to add attachmetns to Sequences.  AND for HubSpot users to have their own private documents. 

LauraA
Colaborador habitual

Add my voice to the chorus. I wasted time creating a sequence assuming I would, of course, be able to attach something. Seems like an oversight; a sequence email should be treated the same as any other email.

ReubenC
Colaborador ocasional

Yes agreed any update on progress with this?

jordanpevans
Nuevo colaborador

+1 for the quote/invoice process. Want to send attach file to an email in the personalization phase of a sequence.

CaptainWasHere
Colaborador ocasional

@veronicatavares - No, we cannot do this yet. Please do NOT shut this down.  

 

We are all asking for the ability to ATTACH a document that's specific to that chain, such as a quote or invoice.  We do not need to link a HubSpot document such as a datasheet, which we already do have the ability to do. 

 

This is a big flaw that is stoping us from using sequences for everything that we planned: Quoting, Estimating, Invoicing

RomanT
Nuevo colaborador

Please, when will this be added?

mark_nextgen
Nuevo colaborador

How long before this becomes a reality?

Mirsky
Nuevo colaborador

Will this feature be available soon? It would  be really helpful!

nickallen
Nuevo colaborador

+1 for this please hubspot. Would love to attach quickly printed off invoices/quotes without having to upload them to hubspot documents first every time.