topic Re: Send customized PDF reports to customers directly from HS in Dashboards & Reporting

Send customized PDF reports to customers directly from HS

NVejby — Fri, 12 Mar 2021 09:43:43 GMT

Hello everyone!

My company has developed a platform for active breaks during a workday, and one of the things we are tracking in HS is our weekly/monthly "activations" (videos watched on the platform).
One of the services we offer to our customers is also a customized monthly PDF report with an overview of their stats including personalized text, activations and page visit data - of course in our own company layout.

However, this is an incredibly time consuming process, so we're looking for an easier way to manage this as we are getting more customers.

I know that you can export and send dashboards from hubspot, but the layout is not very appealing and the format is weird when you receive the email, making it hard to view properly.

Does anyone know of an easy way to put reports in a PDF and make a nice personalized visualisation of it, and then send the PDF directly from hubspot?

Kind regards,

Nikoline

Re: Send customized PDF reports to customers directly from HS

Phil_Vallender — Sat, 13 Mar 2021 10:54:31 GMT

Hi @NVejby

Is all the informaiton you want to send to contacts available in proporties on their contact record? If so, the you can most like use a document integration to compose and send the PDF. Take a look at:

Hope this helps?

Re: Send customized PDF reports to customers directly from HS

NVejby — Tue, 16 Mar 2021 10:29:26 GMT

Hi Phil!

Thanks a lot for this suggestion - this seems to be what I'm looking for.

Kind regards,

Nikoline

Re: Send customized PDF reports to customers directly from HS

DBritt — Wed, 08 Sep 2021 13:18:17 GMT

This is a great idea and one that our company is looking for as well. Ultimately, we would desire the report to automatically convert into a .pdf or form template that is quickly and easily shared.

Re: Send customized PDF reports to customers directly from HS

Denis — Fri, 05 Aug 2022 19:01:20 GMT

Hey @NVejby - I've created a tool that generates a personalized PDF from contact record.

Here is a quick demo:

https://www.depositfix.com/pdf-generator

Let me know if you'd like to try this.

Re: Send customized PDF reports to customers directly from HS

TitiCuisset — Mon, 08 Aug 2022 13:57:15 GMT

Thanks for sharing, @Denis !

Re: Send customized PDF reports to customers directly from HS

SBenedicte8 — Tue, 05 Nov 2024 17:58:19 GMT

En nuestra empresa necesitamos también informes en PDF bien organizamos, con misma estructura de los paneles que montamos en Hubspot

Gracias