Great minds think alike

Be able to set PDF/File metadata in HubSpot, without having to set that data in Adobe Acrobat.   The titles in files keeps getting overwritten by meta data.   Screenshot responses from HubSpot support to fix this issue, using Adobe Acrobat (a paid app). Response from HubSpot Response from HubSpot ...read more

It would be helpful to sort our files in a bit more detailed manner.   Currently I am looking for all files uploaded as a document (example gated white papers) however the endless sea of resumes that have been uploaded have buried everything and made the file type near impossible to use.      ...read more

The use case for this would be mainly when customers open multiple duplicate chats. The support agent will deal with the issue(s) in one chat window, but the other duplicates (either asking the same thing, or asking other things that have been addressed in the main chat window) will need to be closed. It would be a bit easier for us to close the duplicates without this triggering a rating (which could be rated negatively for a host of reasons), instead of having to reply in every single duplicate before closing. ...read more

Who: marketers goal: track content, identify gaps in the buyer journey, centralize efforts value: not managing an external resource   It would be great if the files in HubSpot File Manager could have a tagging system, with default properties for things like: buyers journey stage, persona, document type (ebook, guide, etc.) and also custom properties to classify files internally.   With this data available, it would then be ideal to have reporting capability so that a Content Inventory Tracking report could be created and actioned against.   https://community.hubspot.com/t5/Content-Strategy-SEO/Why-Create-a-Content-Inventory/m-p/674834#M1768 ...read more

We'd like to be able to send a link to a sales document that we've uploaded to HubSpot without the tracking code implemented.  Similar to how you might send a shareable link from your Google drive. ...read more

We have a problem with any images in an email showing up as attachments on the company record. This puts hundreds of attachments in the attachments section making it really hard to find actual attachments like contracts or PDFs. Would be nice to solve for this. I can think of two potential solutions.  1) make it so these errant images don't get put as attachments in the attachment section 2) Make it easier to search through attachments, or bulk manage/delete them.   ...read more

Reduce clicks to grab the url for a file by adding a Copy URL button on the Files table itself, instead of having to open the details area to find the url.    ...read more

If you can increase the size of the thumbnail in the files library this would help finding images tremendously!    ...read more

I know I'm really swinging for the fences here, but swing big or dont' swing. I know at least one other CRM has this feature.   I'd love to see hubspot build out an organizational infrastructure for FDD management.  FDD is a document all franchisors have to provide to clients, and have to get the final page signed.  Usually sent via docusign and last page manually downloaded for inclusion in the legal file, it would be great if HubSpot set up a separate FDD object, and created an API that can automatically remove this last (receipt) page for us to store in the FDD object for easy retrieval.   The FDD process can sometimes be a very manual.  I would love to see broader automation brought to bare on this franchise-industry wide topic. ...read more