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AprilG on March 20, 2023
Hi Community, Is there a way to keep a library of video files in the sales hub, similar to the "documents" feature. We frequently share customer testimonials and would be nice to reference these in reports. I have a sales hub enterprise account. read more
0 upvote
2 Replies
March 27, 2023 15:10
Thank you @karstenkoehler ! Since I want our sales reps to have the option to link these videos in their sales snippets or 1:1 emails, I think more
JFed on July 06, 2022
How can I remove "let's meet" from a shared document? I don't use HS to schedule meetings due to the lack of customization and don't want someone to try to book via the drop down in a shared doc. I've removed my calender and fully disconnected read more
0 upvote
3 Replies
Thought Leader | Elite Partner
July 07, 2022 11:39
I see where that is now. I get the reasoning behind HubSpot's design, but I also understand you're not using their meetings. I don't know of a way more
HannahSarsfield on December 08, 2021
Hi, I have just been wrongly notified by Hubspot that a document has been viewed by a contact. I embedded a document link into my email, then put my email address in to view it as a test. It then noticed me that the contact viewed it, but I read more
0 upvote
1 Reply
Community Manager
December 08, 2021 23:17
Thank you for your post @HannahSarsfield . When a document is being marked as "viewed" before your email is actually being sent to them, more
Gtwhite21 on July 20, 2021
Is there a way to Link a working Excell or Google Doc to the Document folder so that everyone on my team can easily find the document and work on it together without having to download it - save it - then upload it back into Hubspot?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 20, 2021 21:01
Hi @Gtwhite21 , That's unfortunately not possible. HubSpot supports pdf, pptx, csv, docx and xlsx , the upload of cloud files and online more
MKardon on February 05, 2021
My company has 2 brands. When I create a document it shows the default logo of one brand. How can I assign other documents associated with my other brand to show the correct logo? I can't just toggle between default logos, that would not work. A read more
9 Replies
Accepted Solution
Recognized Expert | Platinum Partner
February 05, 2021 12:59
Hi @MKardon , Happy to help however I can. 1) Would having two portals result in higher subscription fees from Hubspot? Yes, if you more
GFarmer3 on December 23, 2020
I am sending emails out with a Hubspot Document to schools in a sequence to individuals that I have added to Hubspot. For some of the schools I am getting 100% viewing rate on the document. The seem to all open it shortly after I send it. At firs read more
1 upvote
3 Replies
Accepted Solution
Key Advisor
December 30, 2020 08:50
Good morning @GFarmer3 ! I would say that your suspicion of firewall or other scanners looking at the attachment is correct and causing the more
FlorianHendrick on December 11, 2020
Hi, We're using hello-sign to collect e-signatures. Currently our sales reps ask the billing details like address to the customer & put that on the quote. However we we're wondering if we can turn that around and put fields on the form to be read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
December 11, 2020 17:11
Hi @FlorianHendrick You can absolutely create custom contact fields for this informaiton and add them to specific forms and then populate more
Ramel on November 05, 2020
I'm re-uploading a PDF brochure to the Documents section. It looks great in the original (left image) file... it looks great when downloading, but the preview (right image) in HubSpot looks horrible with a white streak on the pricing table. Any read more
1 upvote
15 Replies
February 03, 2023 09:31
It prob was default settings. Things might change. Didn't try recently.
JBolger on September 05, 2020
Hi! We would like to utilize the quote feature more frequently. However, our product SKUs are based on Sq Ft vs Qty - is there a way to have the quote field Qty autofill from our 'Sq Ft' custom property on the Deal Object? Like others, we are usin read more
1 upvote
1 Reply
Accepted Solution
HubSpot Employee
September 07, 2020 02:01
Hi there ! Thank you for your message. I definitely see how this feature would help you to create your quotes. For now, it is not more
piercebr1111 on September 04, 2020
Hi community - I am new to using HubSpot products and quotes and am trying to create a multi-year deal where year 1 is full price and years 2 and 3 are discounted. I don't see an easy way to do this. I can make the product a constant annual price an read more
6 Replies
September 21, 2022 23:12
This is really a critical for any SaaS business, ESPECIALLY small early stage businesses that are often looking at heavy discounting in year 1 with more
erichauser on September 03, 2020
It typically takes 3-6 seconds to load a deal in HubSpot. Realizing there's a lot going on in the background in terms of the code that runs HubSpot, this still feels like a long lag to load a page of text in 2020, in a tool we pay thousands of dolla read more
1 upvote
2 Replies
September 04, 2020 06:17
Thank you. Unfortunately none of those measures made any significant difference.
kwoodw on August 21, 2020
OUr T&Cs have too many characters for a snippet. What is the best way to add T&Cs to quotes, is there a way to create a template?
2 Replies
HubSpot Employee
September 01, 2020 10:05
I suggest revising this other post Customization more
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