HubSpot Ideas

replace sales document

I'm quite surprised this is not an option, but when you load a Sales Document and have shared it, you can't go back later and replace it (say your content changed slightly) so you have to create a whole new document and lose your sharing data.

 

Please add the functionality from Marketing Files - "Replace" to allow the file to be updated as changes are made.

 

Or better yet, allow for the Sales Document to tie into the File Manager so if marketing updates a file, it would update for sales automatically. Similar to how a CTA auto-updates when the file is connected from File Manager.

1 Reply
SiddharthGarg91
Participant

Hi @Anonymous,

This very basic issue is solved by the CloudFiles app. You can not only upload trackable files in your deal/contact/company page, you can also replace them anytime, preserving the old link and analytics. CloudFiles enhances HubSpot Documents and solves many of the issues reported here on the community.

 

The app is available on the HubSpot Marketplace for install.

Thanks