Great minds think alike

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

There is currently a file property type in Hubspot, but it is only available on the contact.    We need this property type on all objects. For example on deals, we need to save specs before quote, contract, invoice, etc. ...read more

It would be great if there is a new feature where it allows HubSpot Mobile App user to attach sales document to their outgoing sales email. Use Case: Sales Persons are always on the go, they don't work from desktop As they are following up their leads via email, they are using HubSpot Mobile App and they would want to send them Sales Document So they know if their leads/ prospect have clicked or opened the Sales Document and follow up depending on their prospects behaviour ~ Submitting on behalf of Rebekah ...read more

There needs to be a privacy setting similar to templates for sales documents in the CRM (e.g., "Shared" or "Private". Reason: the sales reps should be able to attach a quote/pricing to their emails and not have other reps be able to see this.  ...read more

I think there should be a toggle for documents that does not require a user to enter their email address to open a document. Certain ones it makes sense but others, like if you are trying to grow a product line, are hindered by the fact that you have to enter your email address to open them. I know this would make the reporting harder and in somecases not possible but for some of us it is preferrable. The other issue that is casued by having to enter an email address is if they enter it incorrectly it will create a new contact. ...read more

We are implementing "Documents" with our sales team to share white papers, resources and brochures. If we send a document to someone and they click the "share" option at the bottom of the PDF - it opens an email that says "Check out this presentation: ...."   Since we are not sending presentations - it would be useful to either be able to customize this text or to have more generic text there (Check out this resource, check this out..... I thought you might find this interesting ....).  ...read more