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JWoz
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Member since ‎May 28, 2020
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Jonathan Wozniak

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kbialy on January 29, 2018
Ability to create lists and workflows from Document views
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 an read more
Reply Idea Sales Documents
289 upvotes
107 Replies
JWoz
Member
February 03, 2023
I don't think HubSpot is checking this at all, it's been so long. Additionally, the above solution is for Marketing Emails and Workflows, which isn't ...read more
kbialy on January 29, 2018
Ability to create lists and workflows from Document views
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 an read more
Reply Idea Sales Documents
289 upvotes
107 Replies
JWoz
Member
February 03, 2023
I don't think HubSpot is checking this at all, it's been so long. Additionally, the above solution is for Marketing Emails and Workflows, which isn't ...read more
JWoz on October 28, 2021
Use multiple templates for a blog across multiple posts
I was looking to add a post to my blog that contains multiple images, in contrast to my typical single-image blogs, to display examples of a client success story. The limitation is that HubSpot cannot currently use multiple templates for one blog, i read more
Reply Idea Blog
2 upvotes
3 Replies
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