Great minds think alike

We'd like to be able to add a unique document to a contact record and send it via email. This would be for bespoke documents that were only relevant to a single contact or company.    These documents would have the same tracking as standard HubSpot docs but would be unique to the speccific contact or company.      ...read more

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 We need this functionality to avoid having quotes that are no longer valid related to deals that are closed won.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 ...read more

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. ...read more

Hello Friends, I bring to your attention the fact that the File field type only functions as an actual File upload field IF you use it on a form.  Within the CRM, it functions as single-line text.  This is a significant limitation.   Here are some challenges that it presents: 1. Cannot enforce business process - One should be able to require a file to be attached to move along in Deal or Ticket stages.  This way you can ensure that a Deal or Ticket (or custom object) cannot progress to the next stage until the requisite Files are attached.  Consider a BDR > AE handoff mid-funnel. 2. Cannot support an approval workflow - if the above were true, then a document could be uploaded and "submitted" for review within a pipeline, which could serve as an approval workflow.  This request comes up often as other CRMs do this very well.  Consider a Change Order approval process, or an Invoice Approval process being built directly in the CRM! 3. Poor documentation - A completed Deal or Ticket record should have all necessary documentation attached to it in an organized manner that is reportable.  The Attachments association pane allows for attachments on records, but nothing of the above   I am really curious as to why this is not (yet) possible, but I believe that it would have a major positive impact on the user experience and allow HubSpot to stand up stronger against other CRMS where this is possible.  I would welcome an opportunity to hop on a quick chat with a member of the product team to talk through this use case and demonstrate the value that this would bring to the CRM. ...read more

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!   ...read more

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! ...read more

Currently, anytime you send or receive an email. All images attached will save under attachements.  Unsure what other companies are using the attachment feature for under contacts and deals, but this is where we store our quotes, POs, invoices and contracts.  It is frustrating to wade through dozens of twitter and facebook icons that have attached there in order to find the thing you need.  Yes, you can manually remove them, but only one at a time. Also, they just reattach the next time you sen or receive an email.  ...read more

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. ...read more

One idea that may be good for all documents that have tracking links.    When a lead views a document with a tracking link, they are prompted to submit their email so they can actually view and navigate the document on HubSpot.    Now in this case, can we have some way to add a CTA or pop up form when they view the document, that way the prospective lead can submit an inquiry as they are viewing a document they are interested in, which can help with the lead intake process, keeping the lead interested right then and there to submit a further inquiry?  This would be a great feature for leads viewing documents on the website and help with lead processing for our sales team. Since in our industry leads view documents relating to the product/service than submit an inquiry through a lead form.  ...read more