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Upload new Document while personalizing Sequence or Template send

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Status: Idea Submitted
veronicatavares
Submitted by on ‎Mar 21, 2017 5:04 PM

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. 

 

 

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HubSpot Updates
Idea Submitted
August 28, 2025 08:23 AM

Hi everyone! My name is Hallie and I'm a Program Manager on the CXM Team. I'm marking this as 'Idea Submitted' as the product team confirmed this isn't currently on the roadmap. If this changes, I'll be sure to update this post right away. Thank you for your understanding! 

Re: Attach document in sequences - changed to: Idea Submitted
September 20, 2017 09:16 AM

Re: Attach document in sequences - changed to: Already Exists
March 22, 2017 08:26 AM

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

66 Replies
AGoletti
Participant
‎Sep 28, 2021 3:11 AM

We need this as well. The purpose of a sequence is to save time, so uploading to documents first is not the same. We need to add an attachment when personalizing the sequence. 

AnnaLamond
Member
‎Jul 7, 2022 4:35 AM

Hello, is there any update to this? Most of sequences I need to create for my business will need this option, otherwise it is useless feature. 

MelodyAlter
Participant
‎Jul 12, 2022 11:41 AM

Hi, any update about this topic? It would be very interesting to have this feature. Now, we faced a big problem: our customers don't want to check our files because they need to follow a link. We really need to be able to send a document directly on the sequence. 

TSalmon
Member
‎Jun 22, 2023 7:42 AM

Another vote to be able to attach documents rather than having to provide a link. Surprised Hubspot haven't already enabled this functionally yet. 

Georgie13
Participant
‎Nov 19, 2023 11:35 PM

This is very needed! 

Why has it taken 3 years from 'In Planning'. 

Idea Submitted
hhiggins
HubSpot Product Team
HubSpot Product Team
‎Aug 28, 2025 11:23 AM

Hi everyone! My name is Hallie and I'm a Program Manager on the CXM Team. I'm marking this as 'Idea Submitted' as the product team confirmed this isn't currently on the roadmap. If this changes, I'll be sure to update this post right away. Thank you for your understanding!