Add “Download as PDF” Overview for Company & Deal Records (Desktop + Mobile)

osljordan

Problem

There’s no easy way to view or share a complete overview of a Company or Deal in HubSpot—especially on mobile.

 

The desktop view shows rich information, but the mobile app only displays limited properties and has no true overview page. This is a major pain point when preparing for meetings on the go.

 

Use Case

You’re in the lift before a meeting, checking a Deal or Company on your phone.


You can’t see all the key info in one place, and there’s no way to export or share a clean summary.

 

Proposed Solution

Add a “Download as PDF” option on Company and Deal pages that:

  • Shows all key information in a single overview

  • Matches the desktop view (not a reduced mobile view)

  • Includes a timestamp

  • Is easy to view, download, and share

 

Why This Matters?

This would significantly improve mobile usability, meeting prep, and information sharing—one of the biggest gaps in the current mobile experience.