Great minds think alike

THE CURRENT SITUATION: Currently, in the Sales -> Document tool in HubSpot, it is possible to upload a document so that a shareable link can be created and shared with someone.   Whenever that someone re-shares the same link -- to a colleague, for example -- HubSpot can ask the colleague for his email address. THE PROBLEM: The colleague could write any email he wants. The validation being limited to the email address format (characters@characters.characters).        THE IDEA: It would great if, when we are creating the shareable link for the document, we could check a box to add the "Block free email providers" that's currently possible to use on the email fields in forms.   This way, HubSpot could prevent the users from using a free email service when they enter their address, hopefully improving the odds of having actual real professional email addresses. ...read more

It would be great to be able to pin most important attachments on different types of records. A great use case is pinning a master services agreement specific to a company. ...read more

We'd love to be able to adjust the pricing figures on the quotes tool so the number of cents is not included in the total. This would be helpful for clients like mine who only use round numbers in their pricing. ...read more

HubSpot should allow us to use "Document Opened" as a workflow trigger. As of now, we are able to use a HubSpot Extension to our Gmail and select and send documents to send to our customers.   We are able to see emails sent to contacts, so I would like a more granular view: What documents stored in HubSpot have been sent to contacts and which documents have been opened/viewed.   I would use this information as a trigger within my customer pipeline workflow. ...read more

When using the landing of Sale Documents on mobile, it shows as the same as desktop. It is really bad for UX on mobile.   ...read more

Hi HubSpot community,    I think it would be great to have a feature where you can see if your sales team is actually utilizing playbooks on sales calls at the stages that they're instructed to. I see this feature being valuable as sales managers are able to already track tasks in reports - they should be able to track more in detail that the playbooks are being used by their sales team at a specific deal stage to ensure that their team is following the correct steps in order to win a deal! ...read more

Would appreciate the ability to include document usage (view/shares/unique visits/etc) in the reporting tool.  Our marketing department is trying to assess which documents to keep/update and which to retire based on this data.  Would also like the ability to overlay document usaage on Lifecycle stages to see which documents are influencing movement through the people pipeline. ...read more

We need a billing address on our quotes (invoices) for tax purposes.  HubSpot now only allows you to put an address on a quote based on the company set for the contact.  We have customers though that work for that company, but purchase on their own and have their personal address for their billing address.  We should be able to manually adjust a quote to fix an address.   This isn't just for our specific situation.  A lot of companies have offices all over the world and don't share the same address.  If only one address can be tied to a company, that makes this very inconvenient and quotes to be incorrect. ...read more

We would like to put a media asset database inside HubSpot to use it internatioanlly (we have 19 subsidiaries), using the files feature. To ensure good care of this platform, we need an approval process, so the Super Admin gets a notification after someone uploads a new asset into the files. If not, everyone can upload any file they want which might end in chaos and not wanted marketing pictures. ...read more