HubSpot Community - HubSpot Ideas

cassychan

If attaching documents directly to individual deals, is there a way to show all pdfs/documents in one view rather than looking through each individual deal to find a document?

romi

We regularly have clients who need to link to files within their existing file management platform, e.g. Sharepoint, Google Drive. To work around this we regularly include properties for file links, but this is not a great solution for a number of reasons. It would be great if there was a way to search and link to one or multiple files in their native platform (Google Drive or Sharepoint) from any record. How this would work: Connect Sharepoint and/or Google Drive Panel displays in right hand column of all object records Click to search or browse for files Select file/s to include on the record Save The file name and icon displays in the panel with a link to open any files in Google Drive/Sharepoint HubSpot users can select to add more files or remove existing files from the panel

AgendaJason

I would like to have the ability to upload a document (like a legal agreement) and personalize the document with info found in company, contact and/or deal properties. For instance, I have an NDA that requires a company's legal business name (LBN) to be inserted. Rather than hunting down the person who knows the LBN and then typing it into the document, I would like to have the ability to insert the LBN from a company property into the blank line of the NDA. This assumes the person who knows the LBN to have put it in the property, but once they do that, everyone else knows where to go to find it and can then insert it automatically into their docs.

samglenn · ‎Sep 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.

bmlf

I am trying to upload documents for our sales team. It would be great it they could be bulk uploaded and if the folders could be imported as well. Similar to how you can drop a folder into Dropbox. We have thousands of products and uploading files from folders seperately is going to be extremely time consuming.

MWest

This suggested change is for sales and marketing teams. In general, marketing teams are responsible for creating and sharing sales support materials with sales teams. The logical place in hubspot for these documents to be shared and stored is the sales documents folder. However, Hubspot limits those without sales seats to only be able to upload and have visibility of 5 documents. This means that marketing needs to ask a sales team member to upload the docs. It also means marketing can't see what is in the folder overtime to make sure it is the latest materials etc This will force us out of using hubspot to share and store sales support materials, due to the nonsensical blocks on access and visibility.

Jesus_Borras · ‎Sep 4, 2020

Why not adding an expiration date to the link you share? I think this add on would be very interesting to limit the access to sensible information.

Envizi · ‎Oct 28, 2020

Hi prod dev team, In today's world, prospects and customers are much better engaged by videos for obvious reasons. It would be extremely valuable if you can enhance the feature so that videos can be uploaded to Documents. I know we can work around it by using an embedded link in email but we can't track the duration of watching the video, hence no idea how engaged they are. So please can you enhance the video upload function so we can gauge prospects engagement level? Much appreciated!

kbialy · ‎Jan 29, 2018

Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list and workflow of those who have viewed your documents. This prevents us from adding contacts to lists, campaigns and the ability to communicate with these clients based on their specific interactions. Thank you!

amoa · ‎Feb 10, 2020

Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document - the tracking and reporting on the contact page is very limited. I propose to enable clicks on a 'Sales Document' to be used as a trigger (e.g. for a workflow) in the same way you can do this with Page Views. This can then be used in a range of funnel activities, e.g.: Enrol contact in a new workflow Populate a custom field on contact for e.g. 'Downloaded Document X' with value 'YES' to provide better visibility of whether or not a contract has downloaded the document. Allocate Hubspot Score points as downloads of these Sales Document is a major indicator for whether the lead is hot, or not.

Creating one view to see all documents that have been attached to individual deals

Google Drive & Sharepoint Link Files Integration

Personalization Tokens for Documents

Folders Within Folders

Bulk upload sales documents

Access and visibility of sales documents

Share document links with expiration date

Enable video file upload to Documents

Ability to create lists and workflows from Document views

Use clicks on Sales Documents as trigger (e.g. for workflow)