HubSpot Ideas


Using "File upload"-type properties in Deal Pipeline "update stage properties"

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.