Great minds think alike

Buenas tardes. Estoy realizando la creacion de un negocio nuevo el cual en la opcion de asociar negocio con el contacto y la empresa el enlace se marca atumaticamente segun el siguiente ejemplo adjunto y si es posible que desde que se cree el negocio ya aparecio marcadas ambas opciones.   nos podrian comentar que alternativas podemos tener para lo solicitado.   el objetivo es que se pueda hacer de manera por defecto en la aplicacion para hacer el seguimiento en la cronologia de la empresa y del contacto sobre el negocio que esta manejando haciendo un seguimientoi detallado.   el valor es que pueda visualizar la informacion de manera optima cuando este realizando un seguimiento a la empresa o al contacto en lo que realice.         ...read more

As a member of the marketing team, we are always looking for improved ways to communicate with our sales teams. We have started to create snippets for new announcements, collateral, events, etc. However, every time we create a new snippet we have to write an email and share an overview of the snippet and the use case.    I was hoping there would be a way to create an internal workflow to alert team members when marketing creates a new snippet. I think it is important to have the ability to choose if you would like to send an alert to a specific person or people associated with a team.    A few solutions that come to mind:  Create a setting that allows users to send alerts to specific teams when a new snippet is created.  When a snippet is created, add a check box that says "Send notification?" and if checked, choose what teams or people you would like to send it too Add the ability in workflows to send an internal email when a new snippet is created Preferably, the solution is set up in the same view as snippet creation so it is a streamlined solution without multiple steps.    Use cases for teams:  The marketing team creates a snippet announcing a new piece of collateral, to promote an event or recent news. (team alert) The product team creates a snippet for a new product rollout or feature so everyone is communicating about it the same way (team alert) Someone creates a snippet for specific leadership team members (user alert)   ...read more

The ability to create a tracked link from a Document, to share that document, is a great feature, but it is so limited as it cannot let you search for your customer from the Create Link routine!   It would be a great feature, if during the create link routine, we can lookup the customer's email, at the moment I have to go to the customer record, copy their email address, then go to the document and create the link, it's not good UX! ...read more

I've been trying to use Sales Documents in my Outreach conversations and it is very unfortunate that any internal links in the documents I have uploaded do not open a separate tab but instead do it in the same tab. How is it that such a basic functionality isn't possible in Sales Docs? ...read more

within the documents tool it would help to be able to see which of our users are sharing our uploaded documents the most and also with whom. THis would help to see who is sharing the most vs least but also with coaching and development for who might not be as aware of this. We could then also track who it was shared with and report back to the rep if sharing this documents resulted in more engagement or business.  ...read more

It would be great to enhance the functionality of the document uploading process to allow users to upload a single document that produces one "universal" link that can be shared with multiple indivduals without having to upload their emails.  ...read more

Hi, I learned that you integerate Dropbox signature. I request you to integrate Adobe signature as well.  There are manu users who are subscribed to Abobe creative cloude and has been using the PDF signature features.  If you can integrate this with hubspot, that would be easier for everyone.   Best regards. Bhavin ...read more

I would like to be able to get the Document URL and share it without having being required to include "Who are you sending this to".    I don't want to have to put someone's email in here to get the link. I just want to share the doc link and ask for it on that page.     Expected I want to get the LINK to the document and when the person goes to the page, we can ask them for the email.        ...read more

Add a documents section within the accounts in CRM, where we can attach important documents like contracts and NDAs in easily referenceable sections. Right now the only option is an attachments tab that has every attachment from every email and they can't reference the important ones easily.  ...read more