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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.  ... Mostrar más

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. ... Mostrar más

When sending out a sales document, when viewed by the customer, the branding at the top defaults to the portal's "account" business unit, which can be confusing for customers if they are receiving documentation or correspondance from a different business unit.  Please make it possible to separate documents by business unit so that their branding is correct for each document. Or at the very least, make it possible to remove the Hub's branding from documents alltogether.  ... Mostrar más

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!. ... Mostrar más

Just like most cloud folder and file storage systems,  sales people OFTEN have the same need for the HubSpot sales document tool and maybe under utliise the tool for this reason, since its really a limiting feature and factor limiting user uptake of what is quie a great tool. Sales Documents.   Example: Sales people and team and actually other departments too, who want tracking on document view or read status, need to store vast product calatogues and sometimes may have many versions of each for may reasons, to store on a Product, then sub-product and sometimes another sub-product level. ... Mostrar más

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. ... Mostrar más

With the recent updates to the Product/Line Item module, I was very excited to be able to use the Quotes feature for proposals and contracts.  We use PandaDoc to provide my Sales Team with a tool to create proposals, and contracts, using templates and content created and controlled by the management team.   However, I believe we *should* be able to customize the HubSpot Quotes feature to replace PandaDoc, which will save us money and time and give us better integration and tracking.  However, there are limitations that stop us from benefiting from this module.   While there is probably a lot more that can be done to build out this feature, at the base level, there should be more options/flexibility to add content from a HubSpot content library into a quote, using a template/snippet/document with tokens.  In addition, there should be ways to automate the "tax" field so that the sales rep does not have to manually enter a % or amount for products with rates dependent on multiple variables.         Some background to help:    We sell sponsorships of conferences.  We have pre-set packages (i.e. Platinum, Gold..) but also create custom packages or adjust pre-set packages to meet our sponsors' needs.   Breaking the packages down by Product or line items doesn't work for us - our product is the whole package.  (ie. Product = Platinum Sponsorship.)  However, we do need to provide details of what comes in that package - and we do need to provide our team with a standard template for each package/product and the ability to further customize that package/product.     There should be an option to create templates for product descriptions, that can be pulled into the Comments section of the quote, respectively.  Then the text can be edited/customized by the deal owner.  This allows mgmt to have a library they create/update with the latest product descriptions and language.  Right now the only option is to create a library of snippets to pull into the Comments sections.  However, due to the character limit, this is useless as our package descriptions have more characters than a snippet allows. It's worth noting that the Comments section does allow for unlimited characters.   Also, we have different T&Cs depending on the Product and/or where an event takes place. We should be able to let the rep pull the correct T&Cs into the Terms section - but once again, that section only allows them to pull text from the snippet library - and our T&Cs are much longer than the snippet character limit.  Again,  the Terms section in quotes does allow for unlimited characters.    Lastly , the line items section of the quote allows the rep to add a specific tax % - but I'd rather not leave that to my rep to determine.  We usually say "plus VAT" or "plus GST" depending on the country - and the actual % is included in their invoice, not their quote (we do not use Hubspot as our finance system).   There should be the ability to create a workflow that populates the tax % based on, for example, the country specified on the deal.  Or pulls that % from an existing field in the deal.  Or gives the option to say "plus [insert name of tax]".     With regard to solutions offered by HubSpot - (1) use the Description section on the individual Product level -- that section can't be edited once in a quote - and our reps are empowered to customize packages.  The description section also doesn't allow for formatted text or tokens.     (2) create a custom quote template for each t&c version and/or create a custom quote template for each product option ----Those sections won't be editable and the sales rep needs to be able to make adjustments to (a) customize a quote, and (b) make changes to T&Cs based on customer feedback and with mgmt approval.   Thanks!    ... Mostrar más

When a Sales Document gets (accidentally) deleted, you lose the view tracking data and any links that you have shared to the document are broken. For a Document that has been shared externally many times, this is a huge loss. Much like there is a way to restore files and records, it would be very valuable to be able to restore a deleted Document.   While this feature is not yet developed, a helpful interim could be a clearer warning when deleting Documents and let users know that there is an option to re-upload a new version of an existing Document instead. ... Mostrar más

My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before sending.      ... Mostrar más