Great minds think alike

As longtime Hubspot users, all of our contracts are created and signed using Hubspot quotes. Over the years, our contracts have matured and there are a few versions for different types of engagements. This has led to dozens of quote templates, many are now hidden from use, but still clutter the Quote Template page.    Feature Request to improve usability Add a column chooser to create visability of other template data (e.g., template creator, shown/hidden status, # of quotes using the template, etc) Enable sorting and filtering of Quote Templates by Name, Date Created or Modified, or other columns. Search of quote template names and/or content. Folders to organize quote templates. (If nothing else, this would allow me to "hide" templates we haven't used in 5 years.    ...read more

Problem There’s no easy way to view or share a complete overview of a Company or Deal in HubSpot—especially on mobile.   The desktop view shows rich information, but the mobile app only displays limited properties and has no true overview page. This is a major pain point when preparing for meetings on the go.   Use Case You’re in the lift before a meeting, checking a Deal or Company on your phone. You can’t see all the key info in one place, and there’s no way to export or share a clean summary.   Proposed Solution Add a “Download as PDF” option on Company and Deal pages that: Shows all key information in a single overview Matches the desktop view (not a reduced mobile view) Includes a timestamp Is easy to view, download, and share   Why This Matters? This would significantly improve mobile usability, meeting prep, and information sharing—one of the biggest gaps in the current mobile experience. ...read more

I want to create a report in the following format: LOB is a property at the Deal level used to categorize deals. We want to set a target value for each LOB at the beginning of the year. As soon as a deal is created under an LOB and is marked as won, the report should display its revenue along with the shortfall against the target. Is it possible to achieve this?   ...read more

This idea request addresses the recent updates regarding the idea post: https://community.hubspot.com/t5/HubSpot-Ideas/User-permission-settings-for-the-Line-Item-editor-Quote-tool-not/idi-p/858742   Previously, when line item columns were edited, those changes would apply globally across the account. The recent update has altered this functionality, which effectively safeguards against non-admin users making widespread modifications.   Nevertheless, this feature was beneficial for larger accounts that require the ability to implement account-level edits without needing to coordinate with individual users for updates.   In light of this, we would like to propose a feature that enables admins to retain the ability to make account-level edits to line item columns. Implementing this at the settings level would greatly benefit large organizations, similar to the "record customization" tab available for other objects, allowing super admins to effectuate account-wide changes to these views. ...read more

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!  ...read more

The ability to assgin an owner on a round robin basis, controlled by a multiple user field. Example, Custom Object Record has 3 users selected in a "Sales Reps" - User field. A deal is created & associated to the Custom Object Record. Assign the deal owner to one of the "Sales Reps" on a round robin basis ...read more

It would be really helpful to see who all is using a specific saved object view. I would like to clean up saved views but don't want to delete them if other users are actively using them.    Ideally, there would a column like the "Dashboards" column in Reports. Perhaps a "Used in" column with a number of how many users are using the view with the ability to click the number and see the list of users. ...read more

Request Add the ability to associate Deals to Marketing Campaigns, so teams can directly attribute deal revenue to campaigns without relying on contact form submissions.   Specifically: Allow users to associate deals with campaigns from the deal record (like we can with contacts and companies) Show associated deals and revenue on the campaign record Include directly-associated revenue in campaign analytics Support workflow actions to create deal-campaign associations automatically Expose via the Associations API   Why This Matters HubSpot's campaign attribution requires a contact to submit a form while influenced by a campaign for revenue to be attributed. This breaks down in common B2B scenarios:   Sales creates deals from companies, not contacts. Even when contacts engage with campaign emails, that influence doesn't flow to deals created at the company level. No form between touchpoint and deal. Awareness campaigns, nurture sequences, and promotional emails often influence purchases without a form fill in between. These campaigns show thousands of "influenced" contacts but zero attributed revenue. Events and offline attribution. Trade shows, conferences, and sales conversations referencing promotions have no pathway to campaign revenue attribution.   Current Workarounds (All Inadequate) Community members mention using versions of a similar workaround: creating a custom dropdown on deals and manually adding campaign names as values. This is unsustainable. The list grows with every campaign, requires constant maintenance, and doesn't connect to native campaign reporting.   Other options (custom objects, company-level workflows, external BI tools) all duplicate functionality that should be native and don't integrate with campaign analytics.   The Ask Campaign → Contact associations already exist. Extending this to Campaign → Deal (and ideally Campaign → Company) would solve a fundamental attribution gap that forces teams into manual workarounds.   This would let marketing demonstrate true revenue impact and let sales easily credit the campaigns that helped them close.   Similar/Related Community Discussion Associating deals with campaigns   Similar/Related Community Ideas (with varying levels of detail) Associated deals with campaigns Show open deals associated to campaigns on campaign dashboard Marketing Emails from Automated Workflows: Ability to log to associated deals Get better overview of deals that get created as a direct result of campaigns ...read more

Hi,   We were planning to use the Leads function in HubSpot. But after running a trial with our team they have given me feedback the preview mode of leads is not great. That's because our leads have a lot of information, activities, contacts etc. Making it very time consuming to scroll up and down to see all information.   One simple thing would fix this, having a full page view (that can be customized) like you have with contacts, companies and deals. So that all information is visible in one view.   P.s, there is no "Idea category" for leads. ...read more