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It would be beneficial to be able to use snippets when filling out properties on records. This would be especially useful for rich text properties. ... Mostrar más

I want it to be possible to change the invoice template. For Belgian companies it is obliged to note the VAT number of the customer on the invoice. Also i would like to change the lay-out and offer a way to pay by bank transfer.  ... Mostrar más

Currently when you insert a link into an email template, hubspot auto populates the 'http://'. In doing this, it means you can't use links saved in hubspot properties, or sending someone to somewhere with an 'https://' link. I suggest if you specifically delete the prefix from the link, it should remain deleted. ... Mostrar más

It seems like there might be a misunderstanding or a limitation in the email system you are using. If you're selecting multiple recipients for an email and using a template with placeholders, the placeholders should ideally be dynamic and filled in based on the information associated with each recipient. If the system is replacing placeholders with the information from only the first email ID, it could be a potential issue or limitation that needs to be addressed by the platform's support team or developers. ... Mostrar más

ADD FOLDER FILTER   Currently, when you send a one-to-one email, you can select Templates, and choose to filter the Templates by the Owner.   It would be very nice to have the option to filter by the Owner AND the Folder.   We are given folders to organize our Templates when creating them, but no access to the folders specifically when search within a Contact Page.   **Folders are accessible on the Mobile app, but not on the Desktop.       FIXED ORDER FOR TEMPLATES   We organize our Templates by name and want the most frequently used Templates in order.   We use numbers in the Template Name to achieve some order, however it's a very finicky system. As you can see, '10' comes after '1', skipping '2', '3', and '4' etc...   Please fix this... or better yet... Please give us the the option of arranging a FIXED order for the Templates we want to see listed here. ... Mostrar más

Manually ordering templates at both the top level and within the folders would add efficiency to the template system. I've numbered our folders to help with efficiency, but just a simple drag-and-drop ordering of the lists would be extremely helpful. ... Mostrar más

I'd like to be able to pull Line Items into Personalization Tokens to use in Snippets. ... Mostrar más

I was working on some conversation templates (I believe are considered sales emails) for my team members to send out to our contacts and I wanted to remove any human error when it comes to properly filling out a unique field property after the email template is sent to the contact.    Currently, workflow automation only allows the selection of marketing emails as an option.  ... Mostrar más

When a team has over a 100 snippets, it would be handy to have a word search so that multiple results can populate from the text within the snippet. It's difficult to find the right snippet by searching titles only.  ... Mostrar más