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

Hi  I believe that the total of the quotes is wrong when you mix recurring and one shot fees the total takes only the first month of the recurring part of the quote even if you defined a 6 month lenght for example. This makes a total which sum the full unique cost and only a piece of the recurring. This is milleading (and wrong I guess) for customers   ... View more

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     ... View more

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.  ... 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

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

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

It would be great to be able to pin most important attachments on different types of records. A great use case is pinning a master services agreement specific to a company. ... 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