Hi @Roger ,
We have a document automation app for HubSpot called Portant. I made a short 60s video about our app here:
(At the moment) we use Google Docs and Slides as the document templates but you can export these to MS Word and PowerPoint and send them via Outlook
If that looks helpful, we have some docs to help you get started: HubSpot | Portant Docs but if you need any additional help, please feel to book a call here: Calendly
Cheers,
James - CEO @ Portant
Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in…