Great minds think alike

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 ...read more

Sales Documents need to be added to Hubspot Workflows.  Here are triggers we need to filter sequences by:   Sales document sent (yes or no) Sales document clicked (yes or no) Sales document downloaded (yes or no) Sales document viewed (yes or no) These are simple additions.  We can then program pretty much whatever we want as far as automation in workflows.  Hubspot needs to step up to the plate.  My programmers can do this in my WP site within a day or two but it doesn't make sense to have it outside of Hubspot thus I need Hubspot to do it soon. ...read more

Hallo zusammen,   wir möchten gerne die Eigenschaftsfelder individuell an die Phasen anpassen. Sodass wir bspw. in der Angebotsphase eine Abgabefrist in der Karte anziegen lassen und nach der Angebotsphase das Startdatum des Projektes.    Die Eigenschaftsfelder sind zwar jetzt anpassbar aber leider nur global und nicht auf die Phasen angepasst.   Beste Grüße ...read more

I am very active in using the Documents tool on the sales side. I upload several PDF files a day to HubSpot. The bottleneck in this process is that I have to compress the files before transferring them to HubSpot.   It would be great if the Documents tool had a feature where you could compress a PDF file. 🗃 ...read more

I thought I would start a new thread to remove an older method of document organization by using folders and have a modern approach to file management through Labels.   If we can create a label system we can create multiple methods of organization of all documents, images, templates, snippets and another aspect of information sharing.   This is extremely useful from a compliance aspect of my business and I am sure it will be very useful for other business' as well. Think of Google's in-box. The label function is fantastic for organising a massive collection of stored emails ...read more

Hi, I use the Inbuild Quote generator every day with my clients, the Stripe integration is awesome and saves a stack of time. When I'm asked to send out Invoices i simply change the title of the Quote to INVOICE. However, HubSpot still lists Quote creation: and Quote Expiry: on the 3 templates. Can HubSpot please allow us to change the quote templates to be Invoice friendly. I literally need 2 or 3 words to change from Quote to Invoice.  🙂      ...read more

Please add file type support for compressed zip files. ...read more

In the normal email templates, only links, PDFs, videos can be inserted, but no buttons. We would like to set a highlight with buttons.   german In den normalen Emailvorlagen können nur Links, PDFs, Videos eingefügt werden, aber keine Buttons. Wir würden gerne mit Buttons ein Highlight setzen. ...read more

Hi everyone! The feature of cotizations allows to create cotizations if there's a deal already created to be assigned. In an ideal world, it makes total sense, but sometimes a client requests price information or you are in a hurry to send a proposal and you need to send a cotization without a real deal.  Would be super cool to have this possibility and there's something else...The cotization could be cloned, it would be awsome to assigned a deal there. In my case, I created a cotization by cloning a pre existent cotization associated to a another deal and I would like to assigne a new deal. Thank you so much! ...read more