Great minds think alike

Hello,   Seems the default to access Documents is set to All/Anyone. I find it would save me precious time if I could set the default to Owner "Me". I create/tailor my documents and fewer clicks saves precious time.    Thank you, Cecilia Owner Any seems to be the default?     ...read more

One idea that may be good for all documents that have tracking links.    When a lead views a document with a tracking link, they are prompted to submit their email so they can actually view and navigate the document on HubSpot.    Now in this case, can we have some way to add a CTA or pop up form when they view the document, that way the prospective lead can submit an inquiry as they are viewing a document they are interested in, which can help with the lead intake process, keeping the lead interested right then and there to submit a further inquiry?  This would be a great feature for leads viewing documents on the website and help with lead processing for our sales team. Since in our industry leads view documents relating to the product/service than submit an inquiry through a lead form.  ...read more

When using HubSpot to email a link to a document uploaded in HubSpot (Sales -> Documents), all out-of-office replies count as document views in HubSpot.   HubSpot should mitigate this to provide users with better data. ...read more

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.  ...read more

I love how robust the HubSpot Campaigns are becoming but one asset I would love to see added is Documents.  While I realize this is a Sales Hub component its very often leveraged in the marketing function and would be great to see that reported on in a campaign.  ...read more

When I am writing an e-mail from the Hubspot Mobile App, I need to be able to attach files both from Google Drive and OneDirve.  It is essential for sales person who is always "on the road" and have no access to the laptop.  I think it could be an important added value to your app 😉  ...read more

J'utilise avec certains clients un systéme de crédits un peu comme une carte fidélité, l'idée est de pouvoir créer une devise "crédits" afin de pouvoir indiquer sur mes devis que certaines lignes de devis sont à décrémenter en crédit et non en euros.      ...read more

In the HubSpot Invoice grid, being able to search by contact name would be most helpful. I realize I can look up at that contact and check their invoices, but I am often working with multiple invoices. Being in the invoices list to search, rather than searching and clicking multiple contacts, would be much more efficient. ...read more

In the HubSpot Invoices list, being able to filter by line item would be a great help in seeing what has been invoiced toward a specific product.  ...read more