Great minds think alike

@EGolborne It would be great if there was a Button to Upload Document at the top in the Insert Documents Popup when Adding a Document to An Email Simple Fix, not sure why doesn't already exist to be honest.     ...read more

When adding an attachment to a deal, that attachment should also be added/associated with the associated company and contact records.   I realize every deal can be unique but if a deal is associated to a company/contact record, every attachment should also be added to the associated records.   Example: When I upload an agreement to a deal, I should then be able to view that attachment from the associated company record and/or the associated contact record.     Potential Alternative:  When uploading an attachment, be given the opportunity to select/deselect also adding it to the associated company/contact records.  That would give each user control.  Value Added: Support/Customer Success teams would not have to dig for agreements/files inside of deals nor would the sales team have to upload to multiple places.   ...read more

We'd like to be able to restore coaching playlists when restoring deleted engagements from the recycling bin. When we did the restoration, this restored previous views, comments, and meeting outcomes, but didn't repopulate our playlists.   https://app.hubspot.com/playlists/ ...read more

When we send a link to download a document, the download page is not mobile-friendly. It is almost impossible to see the download link on a mobile device. Please make a mobile-friendly download page. ...read more

User story: As a sales rep, I want to add external links to the Documents library, so my team and I can refer to them in the future.   Background: We're in the consulting business, which means we're in the "helping people" business. Much of what we do is sending a helpful link to people. It could be a link to a report, blog post, LinkedIn post, YouTube video. Much of the time, this isn't *our* content it's produced by someone else.   (Our prospects like this, because it's obvious we're not just trying to toot our own horn. We as sales people like it because we don't have to wait for our team to produce something the prospect needs.)   Acceptance criteria: * I can add a hyperlink to the Documents library * I can enter a descriptive title for the link * I can do everything else with the link I can do with a document (generate a trackable link, see how many times the link was clicked, put the link into a folder, etc.)   Bonus: If when I paste the link it generates the title automatically, just like it did when I pasted it below into this form.   Example: Learn agile estimation in 10 minutes (youtube.com) ...read more

I love using HubSpot documents and tracking the engagement of a contact I send it to. It is cumbersome to go to documents, copy the email address of the prospect, and generate the link from a different screen. If I am generating a link to send in Slack or LinkedIn especially.   It would be great if there was a button on the contact record that generated the unique link for a document of your choice and it pulled in their email address so that you can do more from the contact level and reduced clicks and navigating inside of HubSpot ...read more

For the moment in Enterprice licences it is only able to use personalization tokens of custom objects in Marketing emails  BUT not in sales email templates or snippets. We need this information to be availables to better personalize the sales activities . ...read more

I have uploaded a bunch of sales documents into organized folders within Sales Hub but when I go to attach a document in my email they are all in one list vs viewing them in the organized folders. What's the point of me organizing the files into folders if they aren't visibly organized anywhere else for the rest of the team?    It's valuable for the sales team to know where to find the right document when emailing their prospects. i.e pricelists, crop-specific flyers, labels and lab reports.    I see plenty of other users are commenting on this being an issue. Can someone please address this and let us know where this is in the queue to fix?    Image #1 - Disorganized files when attempting to insert them into an email. This includes ARCHIVE files. Yikes!   Image #2- How I see the folders in the documents tab in HS as it should appear for all users when attaching a document in an email.       ...read more

Please can we restrict the ability for users to delete sales docs that are being used in email templates?   Also restrict users from being able to delete documents uploaded by other users and give a warning when editing a document used in an email template.   The ability to restore deleted sales documents is essential, too. ...read more