Dear HubSpot team,   It would be great if we could customize and filter reports containing Documents data (Sales Content). My suggestion would be to include Documents data set to custom reports alongisde with other object types (Contacts, Companies, Deals, Activities, Tickets, Products, Contacts Funnel, Deals Funnel).   Kind regards, Goran ... View more

I'd like a way to add additional emails when using the meetings link for two reasons: 1) when I set the meeting for my prospects, sometimes they ask me to include more than one person at their company. Instead of having the option to add another participant, I have to forward the additional contacts to sent invite -- doesn't look very professional. 2) we have SDRs that set meetings for our sales people and they use each reps unique meeting link. They would like to be "CC'd" on the meetings so they can see how many they've book, when they are, and join if necessary.  ... View more

IMPORTANT: Not "Dependent Fields".   Please see Gravity Forms' conditional logic functionality for example: https://www.gravityforms.com/form-conditional-logic/   At present, HubSpot "Dependent Fields" can serve new form fields based on a selection made in a previous form field.    "Conditional Logic", however, serves different form field options based on a selection made in a previous form field. This is an important distinction as it requires only one "Property" for the options, regardless of the initial form field selection.   If I'm not clear, here's an example:   Property 1: Location Property 2: Duration   User selects from a Location dropdown. Location options are "Madrid" or "London".  We only offer "4 Weeks" and "6 Weeks" for "London", but offer "4 Weeks" or "12 Weeks" for "Madrid". "Dependent Fields" will serve Duration upon a Location selection, but all options will be shown, even though we do not offer all Duration options for both Locations.    HubSpot recommends we create a new "Property" for each Location. This is not feasible when there are many Locations.   "Conditional Logic" simply serves the appropriate form field options based on the Location selected. So when selecting "London" the options shown would be  "4 Weeks" and "6 Weeks", and for "Madrid" only "4 Weeks" or "12 Weeks" would be shown, but they would all populate the same "Property". Duration.   Please upvote.  ... View more

When you have a lot of workflows for various content downloads, trial requests etc. (depending on what your business offers) it can become a lot to mangae when you get a lead notification email everytime someone enters a workflow. It would be much nicer if you could set it up so that everytime you want to send yourself a lead notification email from various workflows, you receive them daily as opposed to when they come in.  ... View more

Hi Guys,    After using the products and quotes and enetually replacing it with our traditional way, I faced some limits which I think are pretty usefull to include in this module:  Defualt settings: There are certain settings that we have to apply everytime and I wish I could set them as default, such as Contact Owner. In some cases all the quotes need to be sent by a legal representative of a company and can't be sent under the name of a sales rep or inside sales figure.  The other is the language. We are in italy and it bothers me that everytime I have to change to the language of the quote to Italian.  Ability to format the change section titles: This regards mainly being able to change the title of the sections such as "Comments" to "Executive Summary". The other place I wish to be able to format is the product description by having a rich text editor where I can style the text, add images, links, videos etc.   Calculations: This part is the most annoying in my point of view. When you set a monthly or quarterly reccuring product/service and you set the contract term to 1 year I wish to be able to get a total amout of the whole thing for 1 year instead of getting recurring and one time subtotals. And even sometimes I need to indicate the total amount and decide with the client on the payment terms such as X% upfront and the rest on various reccuring basis.  Drafting and sharable preview:  This happened to me several times that I created the quote and missed something, or made a typo, or even I needed to share it with the client before publishing the final version or above all share with my team or superiors to approve and check. But unfortunately it is not possible to draf the quotes and I can't share a preview.  ... View more

Hi HubSpot Development Team, We use Outlook and Office 365 integration, and have email tracking & logging turned on for our Sales and Account Management Teams. But CRM management is becoming extremely difficult with all the new contacts that get automatically created. We need both the email tracking and logging capabilities so anyone can go back and see the history of a client with Sales and Account Management. But we do not need all the extra contacts that get created. Most of the time they are not clients or prospects, so we do not want them in HubSpot, and whenever they get auto-created, they end up in marketing workflows they should not be in, it's a struggle to keep them out.  As far as I understood, currently it is not possible to separate logging from auto-created contacts, but for our company at least, it would be extremely important to have this capability. Being able to easily create contacts through an email integration is useful, but only if our team has full control over which contacts they need in HubSpot. I haven't seen any other software that has this enabled. In Sharpspring we were able to log emails without any contacts being created, so managing the CRM was easy. But we didn't have the option to create contacts through an email integration on the few occasions when that would have been useful. Thanks! ... View more

There should be an option to add a custom (or even default) field to tasks in order to customize the display. It would streamline the processes teams use when working with tasks. ... View more

A function to enable you to export blog tags into a CSV file ... View more

Posting on behalf of an user:   It would be great to have an ability to set default property in About card based on team membership. i.e) There are localized team and global team, the contact properties each team would need to look at are totally different. At the moment, each team need to find the properties which relevant to their team. So it would be very convenitent to show the properties each teams would need.   Similar idea but a bit different from this: [Set default Properties when creating records based on team] ... View more