Great minds think alike

Make it so that you can save a snippet with an attachable PDF. The only option is to link it. ...read more

Hi HubSpot Community,   I'm writing to share some thoughts and suggestions regarding the new Case Study Beta feature. While it's a fantastic step forward, there are a few areas where I believe it could be further improved to provide users with even more flexibility and customization options.   Current Limitations:   Limited Listing Page Customization: The current listing page customization options, particularly around tag filtering, feel somewhat restrictive. Being able to create more granular filters and sorting options would significantly enhance the user experience and meet more business needs.   Lack of Child Theme: The inability to create a child theme specifically for case studies limits our ability to fully align the design with the rest of our website.    No Multilingual Variations: As with HubSpot's blog feature, the ability to create multilingual variations of case studies would be invaluable for global businesses.   Header and Footer Customization: While there are some options for customizing the header and footer, they are quite limited. This often leads to design inconsistencies across the website, as the header and footer don't match the overall site design.  Proposed Enhancements: Expand Listing Page Customization: Allow for more granular tag filtering and sorting options. (e.g., filter by solution and case study type; sort by date, popularity or custom field) Provide additional layout options for the listing page. (e.g., grid view or card view) Introduce a Child Theme Option: Enable users to create custom child themes for case studies, allowing for greater design flexibility and alignment with the overall website. (e.g. customize sections, fonts, and add new modules) Support for Multilingual Variations: Implement a similar system to the blog feature, allowing users to create different language versions of their case studies. (e.g. create a Italian version of a case study targeting the Italian market) Enhance Header and Footer Customization: Provide more flexibility in customizing the header and footer, including the ability to use custom CSS. (e.g. have more styling options for the menu items) I believe that by addressing these limitations, HubSpot can create a truly powerful and customizable case study tool.    What are your thoughts on these suggestions? Are there any other features you'd like to see added to the Case Study Beta?   ...read more

It would be very practical for each of Hubspot's existing home pages to allow each user to configure it according to their habits. Having widget-like blocks (like in Dashboards) that can be moved by dragging and dropping would be really cool! ...read more

Currently snippets can only be created manually and there is no way to create snippets in bulk such as through an import. It requires a lot of copy and paste which most users do have the time or resources to devote to.   It would be beneficial to have the ability to mass import snippets in HubSpot, given their versatility across different areas such as contact, company, deal, and ticket records, as well as in email templates, chat conversations, and when logging activities or notes. This feature would be particularly valuable if users could access it on both desktop and mobile platforms with a select multiple option. ...read more

In the Government space, especially Department of Defense, clickable links for documents are frequently not allowed by their networks. I would like the ability to add attachments to templates, and have them carry over into sequences. This would greatly increase my ability to streamline communication and automate 60% of what I do into templates and sequences. ...read more

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 . ...read more

At the moment in Hubspot only one invoice template can be created. According to the Hubspot Customer Support, this is a tool limitation and it is not possible to create more than one template at the moment.    However, we have different types of invoices which apply different type of information (contract period, VAT number applied, amount of VAT, etc).    It would be great to be able to create more than one template that better adapts each of the existing scenarios.    Thank you very much! ...read more

When creating a subscription invoice, I don't have the option enter a customer Purchase Order number. A PO number is essential for any B2B customer. We can add them to one-time invoices as expected but can’t add them to subscription invoices. This is inconsistent function of the software and outcomes. In most cases the customers that we are sending subscription invoices to, is in response to a purchase order they have issued us. They are large corporate organisations who wont pay the invoices without the PO number listed on the invoices. ...read more