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samglenn · ‎sept. 4, 2019

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available. Going forward, please use the following ideas for upvotes and comments around different folder requests. Marketing Emails Lists Workflows Sales Tools Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea. Thank you again for using the ideas forum and for your enthusiasm for these products!

kbialy · ‎janv. 29, 2018

Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list and workflow of those who have viewed your documents. This prevents us from adding contacts to lists, campaigns and the ability to communicate with these clients based on their specific interactions. Thank you!

Yoshi · ‎sept. 10, 2017

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.

amoa · ‎févr. 10, 2020

Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document - the tracking and reporting on the contact page is very limited. I propose to enable clicks on a 'Sales Document' to be used as a trigger (e.g. for a workflow) in the same way you can do this with Page Views. This can then be used in a range of funnel activities, e.g.: Enrol contact in a new workflow Populate a custom field on contact for e.g. 'Downloaded Document X' with value 'YES' to provide better visibility of whether or not a contract has downloaded the document. Allocate Hubspot Score points as downloads of these Sales Document is a major indicator for whether the lead is hot, or not.

TSR · ‎juil. 2, 2018

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!.

veronicatavares · ‎mars 21, 2017

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.

Carlin · ‎sept. 25, 2020

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.

Lucila-Andimol · ‎juin 15, 2021

Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functionality to avoid having quotes that are no longer valid related to deals that are closed won. Thanks

andres · ‎mars 10, 2017

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!

Alfonso_R13 · ‎mai 5, 2022

It would benefit every business (mainly sales teams, sales managers, sales directors, and CEOs) to set up a business rule in the sales pipeline that asks the deal owner to attach a file in a particular deal stage that could sync in the deal's attachment. This business rule could add much value to the sales management process. The managers and directors wouldn't have to ask the reps if they uploaded a business proposal, contracts, SLA contracts, product demo presentations with a prospect, and any other document involved in the deal pipeline stage process. Setting this feature could be fantastic for every HubSpot partner and customer in management control automation. Right now, HubSpot's logic in terms of file uploading, what it does in the deal pipeline is that whenever someone sets a file upload property, what is created is a simple line property to add a link. Still, the document link to be uploaded from HubSpot is not saved in the deal record but sends it to the file tool in the marketing module. If you think this feature could be for your company, please vote for this business rule idea!

Les grands esprits se rencontrent

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Ability to create lists and workflows from Document views

Ability to have option to enable/disable documents download

Use clicks on Sales Documents as trigger (e.g. for workflow)

Sales Documents hosted on own Domain

Upload new Document while personalizing Sequence or Template send

Quote options for customers to select and agree to

Cancel or Delete Approved/Signed Quotes

Internal links in Documents

Set an updated property in the sales pipeline that mandatory asks the sales rep to attach a file

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