We recently migrated to Hubspot from another CRM.  We have 10 years of communcations with prospects and leads that lived in that CRM but aren't able to upload that history into Hubspot to provide context for Sales People as they look for opportunities.     This is a basic piece of a migration from an old CRM to a new, and needs to be supported inside of Hubspot. ... View more

There needs to be a privacy setting similar to templates for sales documents in the CRM (e.g., "Shared" or "Private". Reason: the sales reps should be able to attach a quote/pricing to their emails and not have other reps be able to see this.  ... View more

It would be nice if I didn't have to save a call from the browser once initiated. otherwise, I have to save it and delete it. An option to discard the call would be good...   I know this is a small thing but it's the inches that win the race Thx ... View more

It would be great to be able to only assigned reps who are logged into their HubSpot account to tasks.   We currently have workflows set up to assigned tasks to reps, but the problem we are running into is when reps are out on PTO, they are still receiving tasks. We need a way for HubSpot to know if a rep is logged into their account if they are then allow the workflow to assign them a task, if they are not signed in, do not assign them a task. ... View more

Salesforce has an integration with Conga which allows us to tailor documents to the contacts we are sending them too. Why doesn't Hubspot Sales Document feature allow for this?   The same way we can personalize email templates and other content pieces, we should be able to personalize the information in a document using contact or company personalization tokens that pull in specific information. ... View more

In sales you need to see the progress of an account through the pipeline.  You also need to fill the top of the funnel with appointments! I am asking for the ability to tag or name types of appointments so we can see if the reps are putting the right activity into the funnel on a daily/weekly basis.  As an example, in my organization, they need to run 7 discovery appointments each week.  From those appts, they will get 3.5 demo's the next week, and have 1 pricing/closing meeting. The problem with Hub Spot reporting is I get a report that says total meetings, as an example: 11 meetings.  I have to drill into each rep to look at what activity that is to see how many were first time/discovery meetings.     Please add the ability to tag or indicate the type of meeting.   Any sales organization needs to measure first time meetings, if not then they are not looking at growing!  Please add this ability!   ... View more

The Marketing File Manager has a great way of organizing through sub folders. The Sales CRM does not have this feature. It would be a great asset to sales teams if they could have sub-folders within folders for organizing.    Currently it is very difficult to navigate to documents when there are hundreds of seperate folders. It would clean up the area aesthetically, too.    Please allow the Sales CRM this feature!  ... View more

My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before sending.      ... View more

We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling to view all info in the left-hand banner and those fields are not formattable.    We have access to pinning of notes through the beta (very valuable) and I'd love to pin this template to the top of every deal. ... View more

when we recive a inbound lead we resond with emails and calls. `hubspot helps but to be truthfull we need also to send a letter or a sample. so, i need a way of doing a mailmerge letter.  ... View more

With the new sales toolbar that has appeared today in gMail, the toolbar disappears when you scroll down the email. So when you are looking at the "Send" button, you cannot see the "Track / Log" buttons that are now at the top where you have more than a few lines of text. So you then need to scroll to the top to ensure that you have the correct settings for the tracked or logged email before you hit send. The toolbar should either be fixed and not scrolling, or the checkboxes should be at the bottom so you don't have to scroll to the top to view the tracking options before you send. If you were working with a two line email, then that wouldn't be an issue, but if you are sending an email with any substance, then you need to necessarily scroll to the top. The same applies for documents, which again requires you to scroll to the top to attach / insert a link to a document. The user experience would be improved, or at least somewhat similar to what it was before. ... View more

Would love to see an option when creating tasks to assign an urgency level.    It would be great if those tasks were color coded for the reps receiving the tasks or just some so of visual like a column dedicated to Urgency Status so that they can sort through those.   We are noticing urgent tasks, even when titled "Urgent" are still being missed by our reps. ... View more

Hubspot Team,   Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks,   Derek... ... View more

My team currently uses: https://www.docsend.com/pricing/   Is their favourite tool for their sales efforts and now that we have HS Sales they are complaining how inferior the Document features and pushing back on using it.   I will be nice to know that there is a roadmap to add and improve interface, reporting, analytics, team access, presentation, etc  ... View more

Take a look for yourself, if you look at the document that I've inserted into my email,  the viewing of it is HUGE and in your face, could you have zoomed it any closer. Really is that how YOU would like read a document or maybe you'd rather see a little more of it? Remember this is about promoting one's business, it not just about the words it's also about how those words fall on the page... Can we take a step back, heck maybe the full page should be viewed, thus the user could zoom in as needed. and a slide bar and the side would also be a nice touch rather than those arrows at the bottom.   I'm not saying I'm right but it is something you may want to research :) ... View more

We just ran into a big mess when one of our Sales team members (who has zero access to the Marketing dashboard) moved some files around and messed up URLs that are being used out on landing pages and automatic email campaigns. We were quite surprised to hear how easily this mistake happened...   He went to his contacts in the Sales dashboard, opened one up and went to compose an email. From inside the composer, he clicked the paperclip icon to attach a file:                             and the file manager opened with full functionality of moving and creating files.                         So he created a new folder with his own name and moved some existing files into it...and that movement messed up existing URLs since the "folder" changed.   It shouldn't be this easy to mess up the file manager... The sales & marketing file manager systems should be separated completely, or else we should have the ability to change the permissions. The way we have it now, a sales rep can basically completely ruin a landing page or thank you page by moving around some files, which changes their URLs. ... View more

Hello! It would be amazing that the software recognize the links in a document. In our proposals we have a PDF that we send to our customers, and into the document you can find links like: "Do you want know more? Click here". Pressing here, the customers can be informed more about our services, and this links goes to our website.   Actually, the HubSpot software transform the PDF documents to an image, so this links is not available.    Thanks! ... View more

I would like to send a link to a folder within documents (that would then include access to all files within that folder), one link for many documents or be able to upload a .zip file to documents for my clients to access. As an example our Migration and Discovery documents we send to each partner are 10 documents and our Marketing Toolkit is 21 documents.   Thanks, Scott ... View more

We want to have a import/export function for the actions (engements in hubspot internally). The reason for this is: For example when we send a sales letter to 100 companies I do not want to registrate the action manualy for each company/contact. ... View more

I think it could be great if the creator of the task will be notified  when the task is finished or is waiting...  And have a discussion on the task    ... View more

We have software data sheets in the File Manager that we link to on our site for customer download. We need to have the ability to track how many times these pdfs are downloaded for viewing, as well as being able to see what web pages these linked documents can be found. ... View more

I would love the ability to export the sales activity in order to drill down and analyze the meta data for trends such as best time to call, most sucsesful products, etc. the exported data would allow me to input it into 3rd party data analystics software such as Tablaeu and Power BI to get a better insight into the metrics of our company.  ... View more

Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates. I want to select (for every free user) what templates they can use. ... View more

Hello,   Prior to the update, we used to be able to add attachments when creating tasks. We would like to be able to do this again. It's great for when dealing with financials and being able to attach an excel spreadsheet so the accounting team can have easy access to reference files when taking care of their tasks.    Please bring it back. Thank you,  ... View more

We've just begun using SalesPro and I'm setting up Sequences for the team to use. Often in the email content I'm linking to marketing content already hosted in HubSpot File Manager for landing pages etc. It would be great if I didn't have to re-upload content in the Sales tool to be able to use it in a Template or Sequence. Seems redundant.  ... View more

Many of our technical documents are more than 100 pages in length. We use embedded links to help our customers navigate. Given that the links do not work in uploaded documents, is there any easy way to get to a specific page number? For example, if I tell a customer that the information they are looking for starts on page 75, how can they go directly to page 75? ... View more

Hello all, I suggest to make the document tracking information that I have in the email and in the timeline event record in the contact the same. For an example see the screenshot below (Image 1). On the right is the information out of the email and on the left the contact timeline event.   Image 1: Comparison docment tracking information out of the email and the contact record The contact record has compared to the information in the email a discrepancy of 1 second and repeated slides viewed are not recorded.   It would be great to have the same information from the email also in the contact. Or even further, I would apprecicate an cumulated version to see just the total time each slides are viewed.  Hope this will get in the standard soon. ... View more

Hi there, Our company sells a lot of different products and lives out of multiple different pipelines. Therefore, it does not make sense for the default properties to be the same for every user. One of two different options would work much better for us: 1) pipeline based default properties 2) user based default properties We are using the integration with PandaDoc which we are loving, however our process would be greatly aided if the deal properties could reflects the tokens in our pandadoc proposals.  ... View more