We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).
The context:
Because some deals often have related documents, and because some next steps sometimes depend on those documents, it would be useful to be able to use a "File upload"-type property in the "Update stage properties" of a pipeline.
The current limitation:
Trying to use a file upload property in this context right now only show the property as a text field. It doesn't let the user click to upload a document.
The expected result:
Whenever a user moves a deal to a certain pipeline stage, the property prompt would pop up and ask (optional/required) for a certain file to be uploaded. The user would click on the file and have the possibility to add a document as an attachment to the deal.