Great minds think alike

within the documents tool it would help to be able to see which of our users are sharing our uploaded documents the most and also with whom. THis would help to see who is sharing the most vs least but also with coaching and development for who might not be as aware of this. We could then also track who it was shared with and report back to the rep if sharing this documents resulted in more engagement or business.  ...read more

It would be great to enhance the functionality of the document uploading process to allow users to upload a single document that produces one "universal" link that can be shared with multiple indivduals without having to upload their emails.  ...read more

I would like to be able to get the Document URL and share it without having being required to include "Who are you sending this to".    I don't want to have to put someone's email in here to get the link. I just want to share the doc link and ask for it on that page.     Expected I want to get the LINK to the document and when the person goes to the page, we can ask them for the email.        ...read more

Add a documents section within the accounts in CRM, where we can attach important documents like contracts and NDAs in easily referenceable sections. Right now the only option is an attachments tab that has every attachment from every email and they can't reference the important ones easily.  ...read more

Hallo,   ich fände es wirklich nützlich, wenn es möglich wäre, Subunternehmerschaften abzubillden. Wir haben in der Praxis oft den Fall, dass ein Angebot z.B. an einen Auftraggeber geschickt wird, mit den Tagessätzen des Endkunden. Ich denke, dass dieses Vorgehen bei vielen Unternehmen so gehandhabt wird.  Aktuell vermerken wir das mit Notizen, was allerdings gegen den Vorgang einer automatisierten Angebotserstellung läuft.        ...read more

  Un nouvel onglet "Factures" vient d'apparaitre (04/23)   Cet onglet propose uniquement une intégration avec Quickbooks, or la France n'est plus prise en charge par cet outil dès le 31/12/23.   Quelle alternative à Quickbooks en France pour une intégration totale dans cet onglet Facture de Hubspot ?    Est-ce que Hubspot envisage de développer la facturation en natif dans l'outil ? Peut-être avant la fin de l'année et l'arrêt de Quickbooks ?   On ne serait pas contre un peu de communication       ...read more

I have a team that primarily used mobile in addition to desktop. This team is usually in the field uploading images within notes to attach to a deal.    Right now, when a user goes into attach a file to a deal by selecting 'upload new' they are not given an option to put the file within a folder.    The next option is to find file to associate with deal. In this process, they would have to leave the deal and go to the file manager to find a deal folder. This creates extra work and confusion for the 50+ people using HubSpot.   Please create the ability to upload files to folders from Notes >> Attachments OR Better Yet, the ability to upload files/attachments to deals.  ...read more

I have user manuals (PDFs), documentation (HTML files), how to infographics (JPG/PNG), etc that I would like to add via the Sales Documents tool in email Reply ... but apparently only PDF, Word docs, Powerpoint and other such documents are supported.   Please consider to extend other file types, that would be very useful. ...read more

Hola! Sería genial poder borrar documentos almacenados de manera masiva. Aunque es genial que se integre el email y los documentos, en la mayoria de ocasiones de almacenan muchos archivos repetidos y para despues borrar y quedarte con el valido lleva mucho tiempo.   ...read more