Great minds think alike

Use the Service Hub portal to securely share documents with customers (think things like contracts and other legal documents that are unique to each customer). It seems like a portal is primarily for tickets, but it would be great if it could be extended in this way. ...read more

Hi all!   I need to create a file storage location or similar that enable me apply filters based in business criteria and download contracts. ...read more

In regards to attachments related to a company, there does not appear to be a standard "view" option to see how many attachments a company has associated from the main companies page. In fact, attachments is not even available as an idea category below. I am new to Hubspot, and we are importing our pdf files customers have signed to their account and our partner is importing them to the attachments section.  It would also be helpful to be able to resize the "show all attachments view" as we have some long file names that cannot be seen without hovering. Overall, I am concerned there is not an "important agreements" place to place contracts within Hubspot that will not also accumulate other types of files like attachments to emails.   ...read more

We upload thousands of customer product images. The only way we can search for them now is to put every image element into the file name. For instance, patio-plants-pergola-water-feature-17. While that's great for getting a somewhat good SEO-optimized image, it's a bit of a pain. It would be great to have image tags in the file manager so we can create custom tags and then make the search experience better.  ...read more

Currently when a form includes the option for a client to upload a file, the file is attached to the client record. It would be helpful to have all of those files stored in one folder in our marketing>>files folder and to be able to create folders those files go to. Thanks. ...read more

Until very recently, as long as I stayed on the email/page/blog I was working on, HubSpot would continue to open the file folder I had created for that asset. Now, every time I click "Replace Image" it takes me to the start and I have to navigate back to the correct image folder. I'm not sure why anyone at HubSpot thought this was an improvement, but I would love to see this reverted back to the better feature.  ...read more

Import of a CSV file to a blog lets you automatically map columns based on column headers.  Why not support the same feature for HubDB tables.  If a column header in the imported CSV file matches a column label or column title in teh HubDB table, it should be mapped accordingly by default.   Related to this idea, it would be nice to have previous mappings remembered in successive imports, even if the CSV column headers did not match the exiting table. ...read more

When you attach a file to an object it creates an empty note. Which is functionally useless. You should be able to   a) upload a file without creating an empty note   b) if that's unavoidable, have a (saveable) way to filter out empty notes.  ...read more

Currently if you have a local module / saved section, you have to edit it at every location individually. It would be good to create a user-friendly way of converting local modules to global at a click of a button. Currently you have to rebuild the module from scratch in the builder, hand crafting every field, variable, etc.  ...read more