Great minds think alike

VagaeNatus · ‎Jan 21, 2020

There is currently a file property type in Hubspot, but it is only available on the contact. We need this property type on all objects. For example on deals, we need to save specs before quote, contract, invoice, etc.

Alexi_Leimbach · ‎Jan 19, 2022

While you can go to see who has viewed your Sales Document, you cannot create a list around who has viewed a sales Documents, create a workflow around once someone has viewed a Sales Document or set up custom notifications once a contact has viewed a Sales Document. Why this is a problem: If a contact owner has changed, the new owner does not receive any notification once their contact has viewed a Sales Document that was sent by the previous owner. You cannot create a workflow that can notify the new owner of the Sales Document view either. The only person who will get an email notification that a contact has viewed a sales document is the person who originally sent the Sales Document. Previous owners are now forced to find out who the new owner is and forward the notification to the current owner. That's if the current owner is lucky enough to have someone willing to do that work. Also, the previous owner may no longer work for the company which means no one will receive a notification.

ParkerShort · ‎Sep 27, 2019

Hi HubSpotters, I'd love to be able to set up lead scoring rules for people based upon sales document views. We're trying to do some more ABM type scoring, and I'd love to be able to segment based upon document views and time spent viewing, much like video views. We're trying to do a lot of prospecting, and being able to pull in document views, page views, video views, etc. to see how much content a key contact is viewing would be really beneficial.

ccohen1 · ‎Jun 9, 2021

Sales documents can be sensitive. Due to Hubspot's download button being always available, these documents are not secure! One of the value propositions of hosting documents online in our CRM is that the customer can view them, but can't share them without permission (or at least can't share them without us knowing who they were sent to) The email requirement protects the document from the first viewer only. After that, they can download and share at will. This also means that any future viewers who recieve a downloaded copy will not be included in the document viewership metrics / reporting. Additionally, by preventing downloads, we could actually encourage customers to share the link, and this would enhance our visibility into potential decision-makers within the company. I saw that this issue was created in 2017 and was very popular, but I think 4 years later it is worthy of a re-examination. The issue was very popular then and I think it will continue to be popular now. I think hubspot is losing out on a significant "secure" sales enablement solution here, all over a single "off" switch! Please consider! Thank you

Anonymous · ‎Sep 22, 2020

Use case: marketing updates & loads documents, but sales should be displayed as the owner Request: make the owner of the files in Documents a dropdown selection that can be updated and centrally managed

SylMeireles · ‎Feb 15, 2019

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.

AgendaJason · ‎Feb 11, 2021

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.

romi · ‎Feb 2, 2021

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

DwiP · ‎Feb 23, 2020

It would be great if there is a new feature where it allows HubSpot Mobile App user to attach sales document to their outgoing sales email. Use Case: Sales Persons are always on the go, they don't work from desktop As they are following up their leads via email, they are using HubSpot Mobile App and they would want to send them Sales Document So they know if their leads/ prospect have clicked or opened the Sales Document and follow up depending on their prospects behaviour ~ Submitting on behalf of Rebekah

MjLaipenieks · ‎Jan 16, 2019

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.

Great minds think alike

File Property Type for all objects

Create Lists, Workflows & Notifications for Sales Document Views

Include sales document views in lead scoring

Simple Toggle Switch to Disable Downloads of Shared Sales Documents!

set documents owner

Password requirement on Sales Documents

Personalization Tokens for Documents

Google Drive & Sharepoint Link Files Integration

HubSpot Mobile App - Ability to insert Sales Document in Sales Email

Documents tool within Snippet tool

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