Great minds think alike

SFajardo · ‎Feb 2, 2026

The Documents tool (found under Sales > Documents) would be significantly improved by adding more robust sorting and filtering capabilities. This enhancement would make it easier to locate documents that require follow-up action. Additionally, the ability to create and save custom "Documents Views" is highly desirable.

samglenn · ‎Sep 4, 2019

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available. Going forward, please use the following ideas for upvotes and comments around different folder requests. Marketing Emails Lists Workflows Sales Tools Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea. Thank you again for using the ideas forum and for your enthusiasm for these products!

Lucila-Andimol · ‎Mar 20, 2024

For the moment in Enterprice licences it is only able to use personalization tokens of custom objects in Marketing emails BUT not in sales email templates or snippets. We need this information to be availables to better personalize the sales activities .

Yoshi · ‎Sep 10, 2017

Currently, when files are sahred, the file can be downloaded by everyone who got shared with that specific document. However, there are certain times that we would not want the files to be shared. Thus, it would be great if we have an option to disable the documents to be dounloaded.

kbialy · ‎Jan 29, 2018

Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list and workflow of those who have viewed your documents. This prevents us from adding contacts to lists, campaigns and the ability to communicate with these clients based on their specific interactions. Thank you!

Carlin · ‎Sep 25, 2020

I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick-box finction so that the customer could shoose which prodcuts they would like to sign up to.

amoa · ‎Feb 10, 2020

Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document - the tracking and reporting on the contact page is very limited. I propose to enable clicks on a 'Sales Document' to be used as a trigger (e.g. for a workflow) in the same way you can do this with Page Views. This can then be used in a range of funnel activities, e.g.: Enrol contact in a new workflow Populate a custom field on contact for e.g. 'Downloaded Document X' with value 'YES' to provide better visibility of whether or not a contract has downloaded the document. Allocate Hubspot Score points as downloads of these Sales Document is a major indicator for whether the lead is hot, or not.

CCorbet8 · ‎Apr 22, 2025

I'd like the option to remove the meeting scheduling link when I share a document. Currently this appears underneath the user icon in the top right corner and cannot be disabled. It's not something I always want enabled.

Lucila-Andimol · ‎Jun 15, 2021

Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functionality to avoid having quotes that are no longer valid related to deals that are closed won. Thanks

TSR · ‎Jul 2, 2018

Hi All, We have recently been experimenting with all the HubSpot tools and they seem to be working well for us, But a big issue we have found is the inability to use our custom domains we have added as the link for our Document tracking and attachments. It would be extremely useful if we could change the domain from "app.hubspot.com". Many thanks!.

Great minds think alike

Ability to sort, filter or create views for Documents

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Custom Object personalization token for sales emails and snippets

Ability to have option to enable/disable documents download

Ability to create lists and workflows from Document views

Quote options for customers to select and agree to

Use clicks on Sales Documents as trigger (e.g. for workflow)

Add option to remove scheduling link from document share UI

Cancel or Delete Approved/Signed Quotes

Sales Documents hosted on own Domain

Recently delivered

Recently in beta