Great minds think alike

Posting on behalf of a customer here: Would be great to have support for anchor links within PDF documents uploaded to the Documents tool - at the moment lengthier documents are usually made easier to navigate with a summary page, each chapter linked to the exact page.  However once uploading to HubSpot, the in-app preview does not allow for those anchor links to be clicked. ...read more

It would be great to see and order visitors by average time spent viewing a sales document, instead of having to clic on each visitor details to get that data.        ...read 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.  ...read 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     ...read more

Hello! It would be amazing that the software recognize the links in a document. In our proposals we have a PDF that we send to our customers, and into the document you can find links like: "Do you want know more? Click here". Pressing here, the customers can be informed more about our services, and this links goes to our website.   Actually, the HubSpot software transform the PDF documents to an image, so this links is not available.    Thanks! ...read more

It's essential to have a PDF file that can be filled with information from a form and then sent to clients via workflows. We've found 1 app that integrate with HubSpot for this purpose, but they're a bit suspicious and not verified by Hubspot, so we can't use them (GDPR, etc) There are some discussions in this group: https://community.hubspot.com/t5/Lead-Capture-Tools/Hubspot-Form-Submission-generates-PDF/m-p/640394?profile.language=fr thank you and happy new year   ...read more

It would be awesome if there was a feature to retrieve the analytics data for email templates in HubSpot via API, specifically the number of emails sent, opened, and clicked.   Thanks a lot in advance and best regards, Johannes ...read more

OUTDATED METHOD FOR UPLOADING & SAVING DOCUMENTS/FILES Nearly all software platforms nowadays offer ability for users to easily drag and drop files.  Instead of having to find, then select the file, then upload the file from the drive (3-4 steps every time).   The current method is like driving a vehicle and having to turn the vehicle on with a crank shaft, long outdated.     NEW FEATURE REQUEST - DRAG & DROP FILES/DOCUMENTS INTO HUBSPOT It makes so much sense and much easier if users could drag and drop files (1 step) into: a) Deals b) Notes c) Files / Documents / Ssale Documents / Playbook / Snippets / Templates d) Other areas within Hubspot   Benefits are enormous to HubSpot users.  Frees up users, sales teams, and agencies to focus on what they do best, rather than wasting valuable time using the old way of uploading documents.     ...read more

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.  ...read more