September 22, 2025

Collaboration just got a major upgrade

This week, we rolled out some powerful updates to make working in Collect even smoother โ€“ whether you're sharing feedback, generating exports, or syncing with your CRM.

Hereโ€™s whatโ€™s new:

โœจ A fresh take on comments

We redesigned how comments work so teams and clients can communicate more clearly.

  • React with emojis (๐Ÿ‘, โœ…) to give quick feedback
  • Keep things tidy with threaded replies
  • Share team-only notes with internal comments

Itโ€™s all about speeding up communication and cutting down on confusion.

๐Ÿ“„ PDF Collation: One-click professional reports

Exporting data just got classy. You can now combine everything from the portal into one structured PDF.

  • Use multiple templates
  • Customize page order
  • Add static pages like covers or instructions

Perfect for client-ready reports in seconds.

๐Ÿ”„ HubSpot integration, now sharper than ever

We added more automation, better tracking, and new ways to collaborate straight from HubSpot.

  • Trigger actions from workflows (like reassigning requests or updating statuses)
  • See richer timeline details
  • Auto-invite contributors when sending a request
  • Create HubSpot objects directly from Collect
  • Reassign objects without switching tools

Collect and HubSpot now speak the same language โ€” with less manual work.

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