Upload a file (image or doc) to a contact/card in an oppertunity
complete
c
cameron bell
It would be super handy if;
We could attached a file or image to a contact, ideally when it is in the opportunity stage.
As a deal moves through the pipeline to proposal sent, or contract signed etc.
Being able to attach that proposal or contract to the contact so it there for future records would be very beneficial.
If a business does this process currently they would need to store these records on an external platform.Instead of keeping everything in higher level.
here is a link to how hubspot have set it up - https://knowledge.hubspot.com/articles/kcs_article/contacts/add-and-remove-attachments-from-recordsCheers
HIGHLVL-I-544
V
Valeria Soto
this would be great!!
E
Endrina Rivas
The latest updates that allow document integration are great. Now it would be great if we could export it as a part of our contact information as well
Core Platform
complete
B
Ben Hilton
I've been curious about how to add a static google doc form (or proposal etc) to a client so pertinent info stays with the contact.
B
Brandon S
Need this as soon as possible for so many reasons.
J
Joshua Moore
yes please
Core Platform
Core Platform
planned
Upload a file is already live for contacts through the creation of a custom field. The same is planned for Opportunity cards in our roadmap.
N
Nat Green
This is needed for the solar industry (and I'm sure many others) as solar companies need to have the prospect's energy bill in order to calculate the size of the solar system.
Currently, we can ask for them to send a photo of their bill through and SMS or email in Conversations but the image isn't attached to the contact record.
Ideally, it would be helpful to also be able to send a form that would allow the contact top upload the image there.
Core Platform
under review
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