Great minds think alike

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

Hallo,   ich fände es wirklich nützlich, wenn es möglich wäre, Subunternehmerschaften abzubillden. Wir haben in der Praxis oft den Fall, dass ein Angebot z.B. an einen Auftraggeber geschickt wird, mit den Tagessätzen des Endkunden. Ich denke, dass dieses Vorgehen bei vielen Unternehmen so gehandhabt wird.  Aktuell vermerken wir das mit Notizen, was allerdings gegen den Vorgang einer automatisierten Angebotserstellung läuft.        ...read more

  Un nouvel onglet "Factures" vient d'apparaitre (04/23)   Cet onglet propose uniquement une intégration avec Quickbooks, or la France n'est plus prise en charge par cet outil dès le 31/12/23.   Quelle alternative à Quickbooks en France pour une intégration totale dans cet onglet Facture de Hubspot ?    Est-ce que Hubspot envisage de développer la facturation en natif dans l'outil ? Peut-être avant la fin de l'année et l'arrêt de Quickbooks ?   On ne serait pas contre un peu de communication       ...read more

I have a team that primarily used mobile in addition to desktop. This team is usually in the field uploading images within notes to attach to a deal.    Right now, when a user goes into attach a file to a deal by selecting 'upload new' they are not given an option to put the file within a folder.    The next option is to find file to associate with deal. In this process, they would have to leave the deal and go to the file manager to find a deal folder. This creates extra work and confusion for the 50+ people using HubSpot.   Please create the ability to upload files to folders from Notes >> Attachments OR Better Yet, the ability to upload files/attachments to deals.  ...read more

I have user manuals (PDFs), documentation (HTML files), how to infographics (JPG/PNG), etc that I would like to add via the Sales Documents tool in email Reply ... but apparently only PDF, Word docs, Powerpoint and other such documents are supported.   Please consider to extend other file types, that would be very useful. ...read more

Hola! Sería genial poder borrar documentos almacenados de manera masiva. Aunque es genial que se integre el email y los documentos, en la mayoria de ocasiones de almacenan muchos archivos repetidos y para despues borrar y quedarte con el valido lleva mucho tiempo.   ...read more

HubSpot Documents: I really like the UI of Documents over Files, however on mobile, Document are not viewable. The screen is just white but the border is visible. I know you can turn the phone to landscape and it becomes viewable, but there is no prompt telling the customer to rotate and that is not intuitive. The Documents feature is so cool but not being usable on mobile is a deal breaker. Can you please update that? ...read more

When sending links to documents within emails from Hubspot and the sender/user forgets to deselect the "Require an email address from all other viewers" checkbox when inserting the link, it creates a new contact if the recipient enters a faulty (typo) email address.  Please give the option to default the Documents so that NO email address is required to view the document(s). ...read more

When searching in the Sales Documents area, it should be possible to search for key words and phrases, and/or tags, in order to easily locate a Document of interest.   If you have many documents, it's not very easy to find the right one if different users have used different naming conventions.   ...read more