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KSchwandt

When adding an attachment to a deal, that attachment should also be added/associated with the associated company and contact records. I realize every deal can be unique but if a deal is associated to a company/contact record, every attachment should also be added to the associated records. Example: When I upload an agreement to a deal, I should then be able to view that attachment from the associated company record and/or the associated contact record. Potential Alternative: When uploading an attachment, be given the opportunity to select/deselect also adding it to the associated company/contact records. That would give each user control. Value Added: Support/Customer Success teams would not have to dig for agreements/files inside of deals nor would the sales team have to upload to multiple places.

OMcMillan

@EGolborne It would be great if there was a Button to Upload Document at the top in the Insert Documents Popup when Adding a Document to An Email Simple Fix, not sure why doesn't already exist to be honest.

Lucila-Andimol · ‎mars 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 .

FGonzález8 · ‎févr. 19, 2024

I'm submitting this on behalf of my customer. It would be very helpful if could control downloads in documents, at this moment all contacts can download them as long as they have the link, we would like to prevent this from happening in certain instances.

LynnFJ

When we send a link to download a document, the download page is not mobile-friendly. It is almost impossible to see the download link on a mobile device. Please make a mobile-friendly download page.

WStone · ‎févr. 13, 2024

In the HubSpot Invoice grid, being able to search by contact name would be most helpful. I realize I can look up at that contact and check their invoices, but I am often working with multiple invoices. Being in the invoices list to search, rather than searching and clicking multiple contacts, would be much more efficient.

Willirob · ‎janv. 24, 2024

The problem: only the deal owner (who also owns all quotes associated to the deal) get notifications when a quote is signed. The user who created the quote, does not. Use case: SDRs. They will often create the quote even if they don't "own" the deal. They should definitely have the option to get notified. Solution: add a setting in notification settings to toggle on or off quote signed notifications for quotes you've created. Result: everyone rejoices and sleeps in peace.

CBouteille · ‎janv. 29, 2024

Il manque un affichage HT dans les devis ET surtout dans le listing des devis (onglet "Vente", puis "Devis". 1) Dans les devis en eux-mêmes, ont devrait quand même avoir le : - Total net HT - Montant de la TVA (20% ou autre) - Montant total TTC Et aussi indiquer les remises s'il y en a dans un sous-total 2) Dans le listing des devis, indiquer le montant HT et non le montant TTC !!! En France, c'est obligatoire pour les reportings commerciaux. Je vous envoie un screen du montant total de mes devis, que je suis obligé de recalculer manuellement à chaque fois pour avoir des stats correctes en HT... Si quelqu'un à la solution je suis preneur, sinon likez/commentez pour qu'Hubspot fasse quelque chose !

samglenn · ‎sept. 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!

ChrisBabelquest · ‎nov. 14, 2023

We'd like to be able to add a unique document to a contact record and send it via email. This would be for bespoke documents that were only relevant to a single contact or company. These documents would have the same tracking as standard HubSpot docs but would be unique to the speccific contact or company.

Les grands esprits se rencontrent

Add Attachments on Deals to associated Companies/Contacts

A Button to Upload Document in Insert Documents Popup when Adding a Document to An Email

Custom Object personalization token for sales emails and snippets

don't allow contacts to download documents

Mobile Friendly Download Page

Invoice Search

Notification for Creator of Quote

Affichage des devis en HT

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Upload and send unique documents from the contact record with the same tracking

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