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Allow greater customisation of invoices
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1
|
246
|
September 14, 2026
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Set documents owner
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42
|
8442
|
September 11, 2026
|
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Quote options for customers to select and agree to
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42
|
15516
|
September 10, 2026
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Ability to Customize Primary/Header Properties (Top left Section) on All Record Types
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1
|
144
|
September 4, 2026
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Restore Deleted Sales Document
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3
|
1706
|
August 26, 2026
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Integrate attachments directly into the final offer PDF (not just via e-signature)
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0
|
23
|
August 21, 2026
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Attachment preview needs better navigation
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0
|
20
|
August 3, 2026
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Add different Attachment Sections
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6
|
1264
|
July 29, 2026
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Add option to remove scheduling link from document share UI
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8
|
1130
|
July 23, 2026
|
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Discount lines are part of TCV
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|
0
|
17
|
June 24, 2026
|
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Issuing Invoices for Multiple Entities within One HubSpot Account - HubSpot Invoices Feature
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|
7
|
1586
|
June 8, 2026
|
|
Extend Documents Access to Core Seats
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|
1
|
174
|
May 28, 2026
|
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Custom Object personalization token for sales emails and snippets
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14
|
5305
|
May 26, 2026
|
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Be Able to Change Ownership of Sales Templates
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|
2
|
911
|
May 11, 2026
|
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Download Form Submissions as PDF
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7
|
2758
|
May 11, 2026
|
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Email required to open quote
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1
|
360
|
April 23, 2026
|
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Expose Sales Documents via public API
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0
|
269
|
April 21, 2026
|
|
Invoice Search
|
|
2
|
1518
|
April 13, 2026
|
|
Google Drive & Sharepoint Link Files Integration
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|
15
|
6992
|
April 10, 2026
|
|
Drag and drop files into HubSpot
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|
7
|
2908
|
April 1, 2026
|
|
Order confirmation - manual and automatic creation
|
|
1
|
318
|
March 30, 2026
|
|
Sales Documents hosted on own Domain
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81
|
26509
|
March 17, 2026
|
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Ability to Manually Input Address on Quotes
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|
2
|
715
|
February 18, 2026
|
|
Allow the customer to fill out information on a Quote
|
|
4
|
1228
|
February 18, 2026
|
|
Folders in folder (subfolder) in Sales Documents
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|
41
|
6652
|
February 17, 2026
|
|
Ability to sort, filter or create views for Documents
|
|
1
|
665
|
February 12, 2026
|
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Add WhatsApp action to the Sales Workspace toolbar (same as Lead record view)
|
|
0
|
80
|
February 6, 2026
|
|
Auto-save & recovery for 1:1 CRM email drafts
|
|
0
|
68
|
February 6, 2026
|
|
Separate Branding by Business Units for Sales documents
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|
21
|
4822
|
February 3, 2026
|
|
Ability to have option to enable/disable documents download
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|
169
|
56288
|
January 22, 2026
|