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

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

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

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?

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

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

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

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

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

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

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

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?