Great minds think alike

DianeH1

Si le bloc de texte est utilisé pour ne pas avoir à écrire plusieurs fois la même réponse aux clients sur une question récurrente et, que la réponse nécessite une pièce jointe, il serait utile d'avoir la possibilité d'insérer cette pièce jointe au-préalable dans le bloc. Le bloc texte sinon n'est pas très utile/optimisé à 100%.

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. September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available. Going forward, please use the following ideas for upvotes and comments around different folder requests. Marketing Emails Lists Workflows Sales Tools Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea. Thank you again for using the ideas forum and for your enthusiasm for these products!

Alfonso_R13 · ‎May 5, 2022

It would benefit every business (mainly sales teams, sales managers, sales directors, and CEOs) to set up a business rule in the sales pipeline that asks the deal owner to attach a file in a particular deal stage that could sync in the deal's attachment. This business rule could add much value to the sales management process. The managers and directors wouldn't have to ask the reps if they uploaded a business proposal, contracts, SLA contracts, product demo presentations with a prospect, and any other document involved in the deal pipeline stage process. Setting this feature could be fantastic for every HubSpot partner and customer in management control automation. Right now, HubSpot's logic in terms of file uploading, what it does in the deal pipeline is that whenever someone sets a file upload property, what is created is a simple line property to add a link. Still, the document link to be uploaded from HubSpot is not saved in the deal record but sends it to the file tool in the marketing module. If you think this feature could be for your company, please vote for this business rule idea!

inigolekunberri · ‎Sep 12, 2022

It would be great to see and order visitors by average time spent viewing a sales document, instead of having to clic on each visitor details to get that data.

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.

HenrikAndersson · ‎Dec 23, 2022

Submenu called Files under Activities. Collect extended sales that do not need a contract but only a call-off. Also cancellations that are done via email.

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!

InagreatMedia · ‎Oct 7, 2022

There should be a way to create a general link for a documents. Currently it has to be assigned to a contact upon creation. But it would be nice if there could also be an option for a general link that could be embed on a website and just tracks general analytics like, how many people viewed it and from where.

Lucila-Andimol · ‎Jun 15, 2021

Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functionality to avoid having quotes that are no longer valid related to deals that are closed won. Thanks

GlennMillerLupo · ‎Oct 20, 2022

Just like most cloud folder and file storage systems, sales people OFTEN have the same need for the HubSpot sales document tool and maybe under utliise the tool for this reason, since its really a limiting feature and factor limiting user uptake of what is quie a great tool. Sales Documents. Example: Sales people and team and actually other departments too, who want tracking on document view or read status, need to store vast product calatogues and sometimes may have many versions of each for may reasons, to store on a Product, then sub-product and sometimes another sub-product level.

Great minds think alike

Pièce jointe dans bloc de texte

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Set an updated property in the sales pipeline that mandatory asks the sales rep to attach a file

Sales Documents > Visitors by Average time spent viewing

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

Customer card: Activities -> Files

Ability to create lists and workflows from Document views

General Document Link

Cancel Approved/Signed Quotes

Folders in folder (subfolder) in Sales Documents

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