Just as Hubspot enables us to use our own domain as the link for images, and other assets in the file system, and also branded short links for social media, it would be great if we could use our own domain or branded short link for sales documents as well. It does not help our brand image to have hubspot links for these documents ... View more

In our organization, we work with many large companies. We create personalized templates that are sent to each individual company when they purchase from us. It's important to us that these templates are kept private and are only available to certain users within our organization.    It would be extremely beneficial to us if we could set privacy settings on sales templates allowing a selected few from our team the ability to view, edit and send these templates.  ... View more

Currently.... When creating a draft, there's a chance that you'll type it all up nice and neat, click create, and then receive a Red Error Box that says something didn't work or whatever, and basically you have nothing but wasted time. Instead, Hubspot should be saving our quotes as drafts every time we click to go to the next page. It's such a huge waste of time when Hubspot deletes all the work I just did. The work-around is to save the draft manually and re-open it, but that's even more tedious. Please, have quotes save automatically as drafts, everytime you click "save" or move to a new page of the quote process. Thanks!! ... View more

Hi All, We have recently been experimenting with all the HubSpot tools and they seem to be working well for us, But a big issue we have found is the inability to use our custom domains we have added as the link for our Document tracking and attachments. It would be extremely useful if we could change the domain from "app.hubspot.com".   Many thanks!. ... 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 would like access to secure document features. Things like requiring a password for File manager linked documents or offering temporary URLs which expire. We find ourselves using third party tools for this type of functionality and believe it would better our experience. ... View more

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! ... View more

The Situation:   In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions via the Conversations Inbox or Email while learning about our lead's plans and qualifying them for our sales process.   One of the most common types of question I get is if I can provide examples of our product or process, or provide a quote for stock designs. Because they are frequently asked questions, our company has gone and created documents and resources to better answer them (a picture's worth a thousand words after all).    Here are some examples of Snippets with Documents I would use: "Sure thing! Check this out: {Volstrukt Kits: What we can offer}. The first half of it lists our services and the second half has our most popular designs. If we can find a style you like there then we can start talking ballpark numbers"   And   "Also, if you haven't already, check out our {Modular Catalog}. There are a lot of designs in it that are ready-to-print, but at this point think of them more as inspiration for your personal plans. For example, check out the 3-d model of M019{Web Link}."   These are actual snippets I frequently find myself using, but Hubspot has no functionality to allow me to insert the actual documents within the snippet. (I inserted the links here for example purposes through some time/effort and copy/paste. In reality the links would be blank, and if copied like here all the Document tracking will be from wherever I copied link).   This is only a slight issue when writing an email: find the corresponding document though the Document Tool and fill in the blank. BUT when using the Inbox tool, I have to redirect leads/customers to their email to check the thing I just sent them, and most of the time they don't return.   The Idea: The idea is to add the functionality to be able to include links to Sales Documents within the Snippets tool. This functionality is something already included in Templates, so it shouldn't be too difficult to add.   I understand when using the Template tool the Email Property is always known, making sending Documents easier, but with Snippets that's not always the case. The fix I see for that potential issue is using a system similar to when a Document gets shared: If the Email Property is not known then ask for an Email Address before allowing access.   I know a functionality like this would make my job a lot easier, and I hope others feel the same way.   ... View more

Currently, when files are sahred, the file can be downloaded by everyone who got shared with that specific document.  However, there are certain times that we would not want the files to be shared.  Thus, it would be great if we have an option to disable the documents to be dounloaded.  ... View more