Great minds think alike

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!

Lucila-Andimol · ‎Mar 20, 2024

For the moment in Enterprice licences it is only able to use personalization tokens of custom objects in Marketing emails BUT not in sales email templates or snippets. We need this information to be availables to better personalize the sales activities .

CBouteille · ‎Jan 29, 2024

Il manque un affichage HT dans les devis ET surtout dans le listing des devis (onglet "Vente", puis "Devis". 1) Dans les devis en eux-mêmes, ont devrait quand même avoir le : - Total net HT - Montant de la TVA (20% ou autre) - Montant total TTC Et aussi indiquer les remises s'il y en a dans un sous-total 2) Dans le listing des devis, indiquer le montant HT et non le montant TTC !!! En France, c'est obligatoire pour les reportings commerciaux. Je vous envoie un screen du montant total de mes devis, que je suis obligé de recalculer manuellement à chaque fois pour avoir des stats correctes en HT... Si quelqu'un à la solution je suis preneur, sinon likez/commentez pour qu'Hubspot fasse quelque chose !

DavidWilson · ‎May 16, 2024

It would be useful if HubSpot allowed form submissions to be downloaded as a PDF. Currently, to convert form submissions to PDF, users have to use a minimum of two other platforms to find a workaround; This is unnecessarily complicated and could be simplified by HubSpot adding a "Download as PDF" option. Hope to see this change implemented soon.

Adriane · ‎Sep 17, 2024

I'd like to propose an improvement to the way personalization tokens handle empty fields, particularly for salutations in marketing emails and 1on1 templates. Current Situation: We're using a personalization token for the first name field in our email salutations. When a contact doesn't have a first name, we want the salutation to default to just "Good Morning" without any extra spaces. However, the current behavior adds an unwanted space, resulting in "Good Morning ," (note the space before the comma). Proposed Improvement: It would be incredibly helpful if HubSpot could implement smarter handling of empty personalization tokens. Specifically: When a personalization token is empty and no default value is set, HubSpot should automatically remove any trailing spaces and punctuation associated with that token. Alternatively, provide an option to specify how empty tokens should be handled (e.g., remove associated punctuation, keep as is, etc.). This improvement would enhance the professionalism of our communications and save time that's currently spent on tedious workarounds.

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.

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

Carlin · ‎Sep 25, 2020

I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick-box finction so that the customer could shoose which prodcuts they would like to sign up to.

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!

FGonzález8 · ‎Feb 19, 2024

I'm submitting this on behalf of my customer. It would be very helpful if could control downloads in documents, at this moment all contacts can download them as long as they have the link, we would like to prevent this from happening in certain instances.

Great minds think alike

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Custom Object personalization token for sales emails and snippets

Affichage des devis en HT

Download Form Submissions as PDF

Remove space in personalization token for empty fields

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

Cancel or Delete Approved/Signed Quotes

Quote options for customers to select and agree to

Ability to create lists and workflows from Document views

don't allow contacts to download documents

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