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. ... View more

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.  ... View more

It would be nice if we could edit product descriptions to add details that are important to each specific client.  Yes, we can add descriptions in the body but it is very important to add clarification in the product description field as well... especially for services.  (Please and thank you). ... View more

At this moment we can only see individually the time that each of the prospects spends reading each page. I suggest that to be able to count all views and have an average of which pages of the document the prospects pays more or less attention to. Thank you ... View more

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. ... View more

It is a common practice between B2B companies to send samples and/or prototypes to their clients in order to show the quality of their products.  In most of these cases the samples are used to validate and certificate us as a suppliers or partners. This a very common activity between B2B companies, and most of the times are a must to reach a Deal.   In HubSpot there is no possibility to record these activities (recording samples data and shipments and subsequent actions of follow up) and after that follow up them wit h new actions.   So, I would like to propose to add a new button to the other ones (meetings, calls.....). This new additional button might be label as SAMPLES. Simply It can be seen as a special type of task.   About, How it might be configured and work?. Here you have my idea of its functionality. This new button, being a special type task, could be like the one it is use to record and track tasks, with the same functionality. It can be like the tasks one that we have available today. So simply... the function SAMPLES could be constructid as a copy paste of Tasks. So for HubSpot app developers it should be an easy going implementation work. Let's say that a duplo of task register fields just changing TASK by SAMPLES title would be ok.   Pls consider to implement such a NEEDED functionality in HubSpot for B2B companies. We cann't use the other ones (notes, task, calls, meetings....) to get the functionality we are missing.   Thanks for your help on doing our business life a bit easier with a more useful HubSpot CRM.   Best Regards,   Gerardo Hidalgo ... View more

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. ... 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

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