# \#sales-documents **URL:** https://community.hubspot.com/tag/sales-documents/477.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [CPQ Quote access for Admins](https://community.hubspot.com/t/cpq-quote-access-for-admins/142946)
**Author:** [@brooke-Monad](https://community.hubspot.com/u/brooke-Monad)\ **Replies:** 1\ **Last updated:** [October 14, 2026, 8:41pm UTC](https://community.hubspot.com/t/cpq-quote-access-for-admins/142946 "2026-10-14T20:41:08Z")
Admins should have the ability to configure quotes in the new CPQ product + create quotes for sales reps to send out without … --- ## [Set Zoom Percentage for Document's Document Viewing Link](https://community.hubspot.com/t/set-zoom-percentage-for-documents-document-viewing-link/32182)
**Author:** [@liangsj](https://community.hubspot.com/u/liangsj)\ **Replies:** 3\ **Last updated:** [October 8, 2026, 2:10pm UTC](https://community.hubspot.com/t/set-zoom-percentage-for-documents-document-viewing-link/32182 "2026-10-08T14:10:52Z")
Hi Team (Submitted on behalf of customer) Currently, when one opens up a PDF through non-document tool link, it occupies a l… --- ## [Artifact/Document on Dashboards](https://community.hubspot.com/t/artifact-document-on-dashboards/159813)
**Author:** [@marcyc-730](https://community.hubspot.com/u/marcyc-730)\ **Replies:** 1\ **Last updated:** [October 7, 2026, 8:55pm UTC](https://community.hubspot.com/t/artifact-document-on-dashboards/159813 "2026-10-07T20:55:27Z")
I can build an artifact or document with Breeze that will pull and do what I need it to do but then I can’t turn that into a … --- ## [Integrate attachments directly into the final offer PDF (not just via e-signature)](https://community.hubspot.com/t/anhange-direkt-in-das-finale-angebots-pdf-integrieren-nicht-nur-per-e-signatur/156745)
**Author:** [@LeaFo](https://community.hubspot.com/u/LeaFo)\ **Replies:** 1\ **Last updated:** [October 6, 2026, 6:48pm UTC](https://community.hubspot.com/t/anhange-direkt-in-das-finale-angebots-pdf-integrieren-nicht-nur-per-e-signatur/156745 "2026-10-06T18:48:45Z")
Problem: Currently, I can upload files using the HubSpot Files tool and link them in the quote. These attachments are, however, … --- ## [Order confirmation - manual and automatic creation](https://community.hubspot.com/t/order-confirmation-manual-and-automatic-creation/119163)
**Author:** [@AlexanderUhlig](https://community.hubspot.com/u/AlexanderUhlig)\ **Replies:** 2\ **Last updated:** [October 6, 2026, 4:13pm UTC](https://community.hubspot.com/t/order-confirmation-manual-and-automatic-creation/119163 "2026-10-06T16:13:05Z")
Hello everyone, We are now using Hubspot’s quotation and invoice tool. However, what customers keep asking for are order co… --- ## [Issuing Invoices for Multiple Entities within One HubSpot Account - HubSpot Invoices Feature](https://community.hubspot.com/t/issuing-invoices-for-multiple-entities-within-one-hubspot-account-hubspot-invoices-feature/114915)
**Author:** [@WimbaRF](https://community.hubspot.com/u/WimbaRF)\ **Replies:** 8\ **Last updated:** [October 5, 2026, 1:03pm UTC](https://community.hubspot.com/t/issuing-invoices-for-multiple-entities-within-one-hubspot-account-hubspot-invoices-feature/114915 "2026-10-05T13:03:37Z")
Problem: “We have three companies based in Poland, the UK, and the USA. As the parent company based in Poland, we manage all… --- ## [Download Form Submissions as PDF](https://community.hubspot.com/t/download-form-submissions-as-pdf/107366)
**Author:** [@DavidWilson](https://community.hubspot.com/u/DavidWilson)\ **Replies:** 8\ **Last updated:** [October 5, 2026, 1:03pm UTC](https://community.hubspot.com/t/download-form-submissions-as-pdf/107366 "2026-10-05T13:03:27Z")
It would be useful if HubSpot allowed form submissions to be downloaded as a PDF. Currently, to convert form submissions to P… --- ## [Password requirement on Sales Documents](https://community.hubspot.com/t/password-requirement-on-sales-documents/13040)
**Author:** [@SylMeireles](https://community.hubspot.com/u/SylMeireles)\ **Replies:** 13\ **Last updated:** [October 2, 2026, 9:14pm UTC](https://community.hubspot.com/t/password-requirement-on-sales-documents/13040 "2026-10-02T21:14:07Z")
We would like access to secure document features. Things like requiring a password for File manager linked documents or offer… --- ## [Allow greater customisation of invoices](https://community.hubspot.com/t/allow-greater-customisation-of-invoices/140814)
**Author:** [@PS23](https://community.hubspot.com/u/PS23)\ **Replies:** 2\ **Last updated:** [September 24, 2026, 11:42pm UTC](https://community.hubspot.com/t/allow-greater-customisation-of-invoices/140814 "2026-09-24T23:42:56Z")
From: HubSpot Community Post The invoice in HubSpot currently does not allow for lot of customisation. Given our unique requ… --- ## [Custom Object personalization token for sales emails and snippets](https://community.hubspot.com/t/custom-object-personalization-token-for-sales-emails-and-snippets/102969)
**Author:** [@Lucila-Andimol](https://community.hubspot.com/u/Lucila-Andimol)\ **Replies:** 15\ **Last updated:** [September 23, 2026, 12:40pm UTC](https://community.hubspot.com/t/custom-object-personalization-token-for-sales-emails-and-snippets/102969 "2026-09-23T12:40:16Z")
For the moment in Enterprice licences it is only able to use personalization tokens of custom objects in Marketing emails BU… --- ## [Give quotes more customisable fields](https://community.hubspot.com/t/give-quotes-more-customisable-fields/127531)
**Author:** [@DCoe4](https://community.hubspot.com/u/DCoe4)\ **Replies:** 1\ **Last updated:** [September 17, 2026, 2:33pm UTC](https://community.hubspot.com/t/give-quotes-more-customisable-fields/127531 "2026-09-17T14:33:52Z")
On quotes - it would be really good to allow the quote receiver to fill in more information. For instance we require details… --- ## [Set documents owner](https://community.hubspot.com/t/set-documents-owner/25781)
**Author:** [@system](https://community.hubspot.com/u/system)\ **Replies:** 42\ **Last updated:** [September 11, 2026, 10:02am UTC](https://community.hubspot.com/t/set-documents-owner/25781 "2026-09-11T10:02:33Z")
Use case: marketing updates & loads documents, but sales should be displayed as the owner Request: make the owner of the fil… --- ## [Quote options for customers to select and agree to](https://community.hubspot.com/t/quote-options-for-customers-to-select-and-agree-to/25973)
**Author:** [@Carlin](https://community.hubspot.com/u/Carlin)\ **Replies:** 42\ **Last updated:** [September 10, 2026, 12:22pm UTC](https://community.hubspot.com/t/quote-options-for-customers-to-select-and-agree-to/25973 "2026-09-10T12:22:44Z")
I’m a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our p… --- ## [Ability to Customize Primary/Header Properties (Top left Section) on All Record Types](https://community.hubspot.com/t/ability-to-customize-primary-header-properties-top-left-section-on-all-record-types/147961)
**Author:** [@Jo\_Flowers](https://community.hubspot.com/u/Jo_Flowers)\ **Replies:** 1\ **Last updated:** [September 4, 2026, 11:27am UTC](https://community.hubspot.com/t/ability-to-customize-primary-header-properties-top-left-section-on-all-record-types/147961 "2026-09-04T11:27:45Z")
What is your use case or challenge? When viewing a deal record, the top-left header section displays four hardcoded properti… --- ## [Restore Deleted Sales Document](https://community.hubspot.com/t/restore-deleted-sales-document/51249)
**Author:** [@kwok](https://community.hubspot.com/u/kwok)\ **Replies:** 3\ **Last updated:** [August 26, 2026, 12:58pm UTC](https://community.hubspot.com/t/restore-deleted-sales-document/51249 "2026-08-26T12:58:03Z")
When a Sales Document gets (accidentally) deleted, you lose the view tracking data and any links that you have shared to the … --- ## [Attachment preview needs better navigation](https://community.hubspot.com/t/attachment-preview-needs-better-navigation/155138)
**Author:** [@IanColetti](https://community.hubspot.com/u/IanColetti)\ **Replies:** 0\ **Last updated:** [August 3, 2026, 8:47pm UTC](https://community.hubspot.com/t/attachment-preview-needs-better-navigation/155138 "2026-08-03T20:47:45Z")
When opening an attachment from a deal, the preview and navigation is not optimized for viewing. It would be ideal to be able… --- ## [Add different Attachment Sections](https://community.hubspot.com/t/add-different-attachment-sections/75914)
**Author:** [@MBrand1](https://community.hubspot.com/u/MBrand1)\ **Replies:** 6\ **Last updated:** [July 29, 2026, 7:34pm UTC](https://community.hubspot.com/t/add-different-attachment-sections/75914 "2026-07-29T19:34:57Z")
Hi team, in order to apply team views and structure document types, I’d like to propose the idea to add several attachment s… --- ## [Add option to remove scheduling link from document share UI](https://community.hubspot.com/t/add-option-to-remove-scheduling-link-from-document-share-ui/130271)
**Author:** [@CCorbet8](https://community.hubspot.com/u/CCorbet8)\ **Replies:** 8\ **Last updated:** [July 23, 2026, 9:46am UTC](https://community.hubspot.com/t/add-option-to-remove-scheduling-link-from-document-share-ui/130271 "2026-07-23T09:46:17Z")
I’d like the option to remove the meeting scheduling link when I share a document. Currently this appears underneath the user… --- ## [Discount lines are part of TCV](https://community.hubspot.com/t/discount-lines-are-part-of-tcv/151256)
**Author:** [@NMackay4](https://community.hubspot.com/u/NMackay4)\ **Replies:** 0\ **Last updated:** [June 24, 2026, 2:24pm UTC](https://community.hubspot.com/t/discount-lines-are-part-of-tcv/151256 "2026-06-24T14:24:22Z")
I’ve chosen TCV to autofill my deal amount and the quote says Total Contract Value and the total is inclusive of a discount line but Mr ? says that the discount line is a visual adjustment only so the deal amount doesn’t… --- ## [Extend Documents Access to Core Seats](https://community.hubspot.com/t/extend-documents-access-to-core-seats/142703)
**Author:** [@FPalmisano](https://community.hubspot.com/u/FPalmisano)\ **Replies:** 1\ **Last updated:** [May 28, 2026, 5:20pm UTC](https://community.hubspot.com/t/extend-documents-access-to-core-seats/142703 "2026-05-28T17:20:19Z")
The fact that Documents are only available for Sales or Service seat users is quite limiting. Our marketing team uses Core seats, yet marketing is heavily involved in creating and publishing materials such as flyers, gui… --- ## [Be Able to Change Ownership of Sales Templates](https://community.hubspot.com/t/be-able-to-change-ownership-of-sales-templates/69512)
**Author:** [@marcy730](https://community.hubspot.com/u/marcy730)\ **Replies:** 2\ **Last updated:** [May 11, 2026, 8:46pm UTC](https://community.hubspot.com/t/be-able-to-change-ownership-of-sales-templates/69512 "2026-05-11T20:46:06Z")
As super admin, I would love to be able to change ownership of the sales templates I have to build for each of our schools. As this number grows, it is getting harder and harder for our sales people to find their templat… --- ## [Email required to open quote](https://community.hubspot.com/t/email-required-to-open-quote/63219)
**Author:** [@PWalchshofer7](https://community.hubspot.com/u/PWalchshofer7)\ **Replies:** 1\ **Last updated:** [April 23, 2026, 8:07pm UTC](https://community.hubspot.com/t/email-required-to-open-quote/63219 "2026-04-23T20:07:59Z")
For security reasons, it should be possible to set an option, that a login is required to open the link to the quote in emails. --- ## [Expose Sales Documents via public API](https://community.hubspot.com/t/expose-sales-documents-via-public-api/148544)
**Author:** [@K\_Brown](https://community.hubspot.com/u/K_Brown)\ **Replies:** 0\ **Last updated:** [April 21, 2026, 12:33am UTC](https://community.hubspot.com/t/expose-sales-documents-via-public-api/148544 "2026-04-21T00:33:05Z")
Request Expose HubSpot Sales Documents via a public API, so teams can programmatically manage the document library and keep it in sync with external content systems. Minimum Viable API GET /documents to list and filter… --- ## [Invoice Search](https://community.hubspot.com/t/invoice-search/100106)
**Author:** [@WStone](https://community.hubspot.com/u/WStone)\ **Replies:** 2\ **Last updated:** [April 13, 2026, 2:05pm UTC](https://community.hubspot.com/t/invoice-search/100106 "2026-04-13T14:05:24Z")
In the HubSpot Invoice grid, being able to search by contact name would be most helpful. I realize I can look up at that contact and check their invoices, but I am often working with multiple invoices. Being in the invoi… --- ## [Google Drive & Sharepoint Link Files Integration](https://community.hubspot.com/t/google-drive-sharepoint-link-files-integration/31165)
**Author:** [@romi](https://community.hubspot.com/u/romi)\ **Replies:** 15\ **Last updated:** [April 10, 2026, 1:22pm UTC](https://community.hubspot.com/t/google-drive-sharepoint-link-files-integration/31165 "2026-04-10T13:22:03Z")
We regularly have clients who need to link to files within their existing file management platform, e.g. Sharepoint, Google Drive. To work around this we regularly include properties for file links, but this is not a gr… --- ## [Drag and drop files into HubSpot](https://community.hubspot.com/t/drag-and-drop-files-into-hubspot/39481)
**Author:** [@MMT](https://community.hubspot.com/u/MMT)\ **Replies:** 7\ **Last updated:** [April 1, 2026, 4:28am UTC](https://community.hubspot.com/t/drag-and-drop-files-into-hubspot/39481 "2026-04-01T04:28:29Z")
OUTDATED METHOD FOR UPLOADING & SAVING DOCUMENTS/FILES Nearly all software platforms nowadays offer ability for users to easily drag and drop files. Instead of having to find, then select the file, then upload the file … --- ## [Sales Documents hosted on own Domain](https://community.hubspot.com/t/sales-documents-hosted-on-own-domain/9316)
**Author:** [@TSR](https://community.hubspot.com/u/TSR)\ **Replies:** 81\ **Last updated:** [March 17, 2026, 2:11pm UTC](https://community.hubspot.com/t/sales-documents-hosted-on-own-domain/9316 "2026-03-17T14:11:32Z")
Hi All, We have recently been experimenting with all the HubSpot tools and they seem to be working well for us, But a big issue we have found is the inability to use our custom domains we have added as the link for our … --- ## [Ability to Manually Input Address on Quotes](https://community.hubspot.com/t/ability-to-manually-input-address-on-quotes/41091)
**Author:** [@DCouladis](https://community.hubspot.com/u/DCouladis)\ **Replies:** 2\ **Last updated:** [February 18, 2026, 4:47pm UTC](https://community.hubspot.com/t/ability-to-manually-input-address-on-quotes/41091 "2026-02-18T16:47:17Z")
We need a billing address on our quotes (invoices) for tax purposes. HubSpot now only allows you to put an address on a quote based on the company set for the contact. We have customers though that work for that company,… --- ## [Allow the customer to fill out information on a Quote](https://community.hubspot.com/t/allow-the-customer-to-fill-out-information-on-a-quote/78981)
**Author:** [@Sarah\_g](https://community.hubspot.com/u/Sarah_g)\ **Replies:** 4\ **Last updated:** [February 18, 2026, 4:40pm UTC](https://community.hubspot.com/t/allow-the-customer-to-fill-out-information-on-a-quote/78981 "2026-02-18T16:40:57Z")
Hi! My idea is that the quote tool should be editable by the customer. We would like the ability to send over a quote that allows the customer to fill out their shipping address, billing address, and email POC. At the mo… --- ## [Folders in folder (subfolder) in Sales Documents](https://community.hubspot.com/t/folders-in-folder-subfolder-in-sales-documents/67612)
**Author:** [@GlennMillerLupo](https://community.hubspot.com/u/GlennMillerLupo)\ **Replies:** 41\ **Last updated:** [February 17, 2026, 5:57pm UTC](https://community.hubspot.com/t/folders-in-folder-subfolder-in-sales-documents/67612 "2026-02-17T17:57:00Z")
Just like most cloud folder and file storage systems, sales people OFTEN have the same need for the HubSpot sales document tool and maybe under utliise the tool for this reason, since its really a limiting feature and fa… [Next page](https://community.hubspot.com/tag/sales-documents/477.md?match_all_tags=true&page=1&tags%5B%5D=sales-documents)