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Sales — HubSpot — Review and Reattach BLD / DEL Sheets

How to check and correct Build (BLD) and Delivery (DEL) sheets in MySalesHub and HubSpot.

Audience

  • Sales reps responsible for order accuracy after Closed Won.

  • Sales managers who audit build and delivery issues.

Purpose / When to use this

Use this article whenever a deal has hit Closed Won and you need to confirm the BLD (Build) or DEL (Delivery) sheets are correct.
It walks you through where to find these sheets, how to correct them in MySalesHub, and how to reattach the final versions in HubSpot.

1. What BLD and DEL sheets are

  • When a deal closes, the system automatically generates:

    • A BLD sheet that tells the warehouse what to build.

    • A DEL sheet that tells delivery or pickup what to bring and where.

  • These documents are generated from your MySalesHub order and attached to the HubSpot deal.

CRITICAL: The warehouse and delivery teams rely on these sheets. If they are wrong, the wrong products will be built or delivered.

2. Where to find the sheets on the deal

  1. Open the Closed Won deal in HubSpot.

  2. Scroll to the Attachments / Files section on the middle panel of the deal record.

  3. Look for files labeled like:

    • BLD or Build Sheet

    • DEL or Delivery Sheet

  4. Click to open each PDF and review them on-screen or download if needed.

If this is hard to find initially, you can also:

  • Use the Activities or Notes area to look for system notes that reference attached BLD/DEL sheets.

3. How to review for accuracy

When you open each sheet, check for:

  • Correct customer name and job information.

  • Correct products and quantities.

  • Correct colors, finishes, and hardware.

  • Any special instructions or build notes that need to be on the sheet.

Use your MySalesHub order and contract as the source of truth.

TIP: Focus first on the most expensive items and anything custom. Getting those wrong is the most painful for both you and the customer.

 

4. Editing the BLD / DEL sheet in MySalesHub

If you find an error on either sheet:

  1. Go to MySalesHub and open the same deal (use the Job Name to find it).

  2. Make sure the deal is in a stage where edit buttons are available (Closed Won will show the edit options).

  3. On Screen 1 – Profile Page, scroll to the bottom.

  4. Use the blue buttons:

    • Edit Build Sheet to update the BLD text.

    • Edit Delivery Sheet to update the DEL text.

  5. Make the necessary text changes, such as:

    • Correcting cabinet descriptions.

    • Adjusting notes about fillers, panels, or hardware.

    • Updating delivery instructions or notes for the driver.

  6. Save the updated sheet in MySalesHub so the new version is generated.

    IMPORTANT: Editing the BLD/DEL text in MySalesHub does not change your products or pricing. If you need to change actual items or totals, follow the Reversion Rule and exception article instead.

5. Downloading the updated sheets

After saving edits in MySalesHub:

  1. Re-open the Build Sheet or Delivery Sheet from MySalesHub (the updated version).

  2. Download each PDF to your computer with a clear file name, for example:

    • CustomerLast_First_BLD_FINAL.pdf

    • CustomerLast_First_DEL_FINAL.pdf

Keeping a “FINAL” label in the filename helps both you and the warehouse distinguish the correct version.

6. Reattaching BLD / DEL in HubSpot (two required places)

You must attach the updated BLD/DEL sheets in two locations on the HubSpot deal.

6.1 Attach to the deal record

  1. Open the deal in HubSpot.

  2. In the Attachments / Files section, upload:

    • The final BLD sheet.

    • The final DEL sheet.

  3. Optionally:

    • Add a note like “Updated BLD/DEL sheets uploaded on [date]” for audit trail.

6.2 Set the Final BLD / Final DEL properties

  1. On the left sidebar of the deal, locate the properties:

    • Final BLD

    • Final DEL

  2. Click each property and:

    • Attach or link the corresponding final PDF.

    • Ensure the file matches what you just uploaded in the Attachments section.

IMPORTANT: Both the Attachments area and the Final BLD/DEL properties must be updated. Attachments are for human review; the Final BLD/DEL properties are used by downstream teams and reporting.

7. After you update BLD/DEL

Once the BLD/DEL sheets are correct and attached:

  • The warehouse and delivery teams can proceed using the latest approved instructions.

  • You should:

    • Confirm that related Order Tickets are progressing as expected.

    • Monitor for any Needs Attention tickets that might signal a mismatch or partial issue.

If issues arise later (e.g., warehouse reports mismatched info), you can:

  • Re-open this article and follow the same steps to correct and reattach sheets.

  • Use the Needs Attention process if fulfillment reports a problem.