# Generating PDF from contact & its properties

**URL:** <https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574>\
**Category:** APIs & Integrations\
**Tags:** developer-tools\
**Created:** [March 21, 2020, 10:43pm UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574 "2020-03-21T22:43:29Z")\
**Posts on this page:** 17\
**Page:** 1

<div class="post-metadata">

**Author:** ![aeto](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aeto/32/18373_2.png) [@aeto](https://community.hubspot.com/u/aeto)\
**Post date:** [March 21, 2020, 10:43pm UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/1 "2020-03-21T22:43:29Z")

</div>

Hello,

I like to print PDF file from contact/company information.

It is possible to do it directly in Hubspot through API? I mean create button in contact: PRINT

And also I need it to do as bulk, select contacts and then PRINT

Or use [automate.io](http://automate.io)?

Thank you

---

<div class="post-metadata">

**Author:** ![WendyGoh](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/wendygoh/32/42320_2.png) [@WendyGoh](https://community.hubspot.com/u/WendyGoh)\
**Post date:** [March 23, 2020, 1:41am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/2 "2020-03-23T01:41:58Z")

</div>

Hey @aeto,

Just to clarify, do you mean you’d like to export the contact and conpany record timeline? If so, while there isn’t a way to implement a simple `_PRINT_` button, you can use the [Get all contacts API](https://developers.hubspot.com/docs/methods/contacts/get_contacts) or [Get all companies API](https://developers.hubspot.com/docs/methods/companies/get-all-companies) to retrieve all the contacts/companies and use the [Engagements API](https://developers.hubspot.com/docs/methods/engagements/engagements-overview) to associate the relevant engagements to the contact/company record.

---

<div class="post-metadata">

**Author:** ![aeto](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aeto/32/18373_2.png) [@aeto](https://community.hubspot.com/u/aeto)\
**Post date:** [March 23, 2020, 8:19am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/3 "2020-03-23T08:19:03Z")

</div>

Hello,

thank you for respond.

To clarify, what I exactly need I describe client needs.

Imagine situation: I like to select some customers or companies in Hubspot and then prepare PDF files. So exporting them and uploading them somewhere is not comfortable.

So, it is some way to do it?

If not, may be there is way through properties. The select property Printing to: Print agreement #1 and then through pipeline or automation to send it to my script somewhere where I can prepare PDF and send it by email …

I will appreciate any most comfortable way how to do it.

---

<div class="post-metadata">

**Author:** ![WendyGoh](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/wendygoh/32/42320_2.png) [@WendyGoh](https://community.hubspot.com/u/WendyGoh)\
**Post date:** [March 24, 2020, 1:18am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/4 "2020-03-24T01:18:42Z")

</div>

Hey @aeto,

When looking to export contacts/companies within HubSpot, currently we support only - CSV, XLS, XLSX ([Export contacts, companies, deals or tickets](https://knowledge.hubspot.com/contacts/export-contacts-companies-deals-or-tickets)).

That said, if your team is comfortable working with HubSpot APIs, one workaround could be:

1. Retrieve all HubSpot contacts using the [Get all contacts | Contacts API](https://developers.hubspot.com/docs/methods/contacts/get_contacts)

2. On your server, you can build a function to convert the JSON response to PDF and here’s some resources:

- Java: [Easiest method to convert JSON to PDF in java? - Stack Overflow](https://stackoverflow.com/questions/55315164/easiest-method-to-convert-json-to-pdf-in-java)
- Python: [How to convert JSON data to PDF using python script - Stack Overflow](https://stackoverflow.com/questions/48262492/how-to-convert-json-data-to-pdf-using-python-script)
- NodeJS: [node.js - how to export json data to pdf file with specify format with Nodejs? - Stack Overflow](https://stackoverflow.com/questions/32941366/how-to-export-json-data-to-pdf-file-with-specify-format-with-nodejs)

---

<div class="post-metadata">

**Author:** ![aeto](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aeto/32/18373_2.png) [@aeto](https://community.hubspot.com/u/aeto)\
**Post date:** [March 24, 2020, 8:35am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/5 "2020-03-24T08:35:50Z")

</div>

Yes, this looks promising. Create PDF from JSON is no problem for me.

So last thing 🙂

How to achive this:

1. I will check selected contacts
2. Then press buton which fires mentioned HS API

---

<div class="post-metadata">

**Author:** ![WendyGoh](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/wendygoh/32/42320_2.png) [@WendyGoh](https://community.hubspot.com/u/WendyGoh)\
**Post date:** [March 25, 2020, 12:48am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/6 "2020-03-25T00:48:33Z")

</div>

Hey @aeto,

While it is currently not possible to check selected contacts \> Press a button to trigger HubSpot endpoints in-app. You can [create a contact list](https://knowledge.hubspot.com/lists/create-active-or-static-lists) in-app to pull the contacts that you’d like and use the [Get contacts in a list endpoint](https://developers.hubspot.com/docs/methods/lists/get_list_contacts) to retrieve contacts on a particular list.

---

<div class="post-metadata">

**Author:** ![aeto](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aeto/32/18373_2.png) [@aeto](https://community.hubspot.com/u/aeto)\
**Post date:** [March 25, 2020, 9:19am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/7 "2020-03-25T09:19:40Z")

</div>

OK, I will try to figure it out that way. Thank you.

---

<div class="post-metadata">

**Author:** ![Espe](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/espe/32/2490_2.png) [@Espe](https://community.hubspot.com/u/Espe)\
**Post date:** [February 11, 2021, 9:33am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/8 "2021-02-11T09:33:07Z")

</div>

I have the same need, and so I have some doc templates that I would to make available for my users and then when a user is in a company or contact, he can generate the doc based on company/contact properties.

---

<div class="post-metadata">

**Author:** ![Denis](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/denis/32/63664_2.png) [@Denis](https://community.hubspot.com/u/Denis)\
**Post date:** [August 5, 2022, 7:06pm UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/9 "2022-08-05T19:06:11Z")

</div>

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

Here is a quick demo:

> **[HubSpot PDF Generator](https://www.depositfix.com/pdf-generator)**
>
> Generate PDF from HubSpot contact fields. HubSpot PDF Generator automates the creation of PDF documents at scale. You can use it to merge contact data into your document templates, create proposals, contracts, sales documents, and deliver them to...

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

---

<div class="post-metadata">

**Author:** ![HTVA](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/htva/32/49630_2.png) [@HTVA](https://community.hubspot.com/u/HTVA)\
**Post date:** [February 4, 2023, 4:20am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/10 "2023-02-04T04:20:49Z")

</div>

Hey, Tried this tool and it looks it only works with the default contact object. Any luck to make it work with any custom object inside the CRM?

---

<div class="post-metadata">

**Author:** ![Denis](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/denis/32/63664_2.png) [@Denis](https://community.hubspot.com/u/Denis)\
**Post date:** [February 4, 2023, 11:37am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/11 "2023-02-04T11:37:59Z")

</div>

Other objects are not supported yet. Are you looking for e.g. deal, company or completely custom objects?

---

<div class="post-metadata">

**Author:** ![HTVA](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/htva/32/49630_2.png) [@HTVA](https://community.hubspot.com/u/HTVA)\
**Post date:** [February 4, 2023, 3:35pm UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/12 "2023-02-04T15:35:31Z")

</div>

Complete custom objects is what I’m going after. but any of those wouldn’t hurt. There’s a way to work this around with zapier but I always try to reduce the amount of tools involved in solving a task. Having it diretly inside hubspot would be much less prone to failure I think.

---

<div class="post-metadata">

**Author:** ![Denis](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/denis/32/63664_2.png) [@Denis](https://community.hubspot.com/u/Denis)\
**Post date:** [February 5, 2023, 2:50pm UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/13 "2023-02-05T14:50:47Z")

</div>

We’ve added the custom objects to the roadmap, however cannot privide any timelines right now.

---

<div class="post-metadata">

**Author:** ![rjchauhan\_1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rjchauhan_1/32/67994_2.png) [@rjchauhan\_1](https://community.hubspot.com/u/rjchauhan_1)\
**Post date:** [April 19, 2023, 8:38am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/14 "2023-04-19T08:38:49Z")

</div>

Hi there,

I noticed that you’re interested in Generating personalized PDFs for HubSpot contacts, and I wanted to suggest trying out “[PDF CreateMate](https://app.hubspot.com/ecosystem/468777/marketplace/apps/sales/crm/pdf-createmate-1172141)”. Our tool is designed to help generate personalized PDFs for HubSpot contacts using custom templates.

If you’re interested in giving our tool a try, we offer a free trial and demo, so you can test it out and see how it works for you. Let me know if you have any questions or would like more information!

Cheers, Raviraj

---

<div class="post-metadata">

**Author:** ![rjchauhan\_1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rjchauhan_1/32/67994_2.png) [@rjchauhan\_1](https://community.hubspot.com/u/rjchauhan_1)\
**Post date:** [April 19, 2023, 8:37am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/15 "2023-04-19T08:37:26Z")

</div>

Hi there,

I noticed that you’re interested in Generating personalized PDFs for HubSpot contacts, and I wanted to suggest trying out “[PDF CreateMate](https://pdf-createmate.de?utm_source=Hubspot&utm_medium=Forum)”. Our tool is designed to help generate personalized PDFs for HubSpot contacts using custom templates.

If you’re interested in giving our tool a try, we offer a free trial and demo, so you can test it out and see how it works for you. Let me know if you have any questions or would like more information!

Cheers, Raviraj

---

<div class="post-metadata">

**Author:** ![JTolley](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jtolley/32/36967_2.png) [@JTolley](https://community.hubspot.com/u/JTolley)\
**Post date:** [November 29, 2024, 5:58am UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/16 "2024-11-29T05:58:33Z")

</div>

I’ve add a way to generate basic PDFs in workflows to my [Daeda Notes](https://daeda.tech/hubspot-apps/daeda-notes/install/) app.

There’s a free tier - it might come in handy?

---

<div class="post-metadata">

**Author:** ![iamtomgray](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/iamtomgray/32/23425_2.png) [@iamtomgray](https://community.hubspot.com/u/iamtomgray)\
**Post date:** [November 3, 2025, 12:49pm UTC](https://community.hubspot.com/t/generating-pdf-from-contact-its-properties/19574/17 "2025-11-03T12:49:48Z")

</div>

Hi @aeto,  
Nice to meet you!  
We have an app for HubSpot called Portant which can generate PDFs from a Contact or Company record (and any of their properties).

You can create a document directly from the record using the Portant CRM card, or automate document creation in bulk by triggering a Portant action from a HubSpot Workflow (so you can bulk-generate PDFs by enrolling many contacts/companies or setting a property via a bulk edit/list enrollment).

Portant can also attach PDF outputs to the HubSpot record and save document details into custom properties.

For example, you can:

- source and use any data connected to your HubSpot Contact or Company (custom properties and associated objects included).
- create documents manually from a record (single) or automatically via HubSpot Workflows for bulk generation.
- save PDF outputs to the HubSpot Attachments section and store document links/details in custom properties so you can trigger further automations.

Helpful docs to get you started:

- [Create a Document in HubSpot](https://docs.portant.co/portant-docs/sources/hubspot/create-a-document-in-hubspot)
- [Add a Portant Action to a HubSpot Workflow](https://docs.portant.co/portant-docs/sources/hubspot/add-a-portant-action-to-a-hubspot-workflow)
- [Generate Documents from any Custom Object in HubSpot](https://docs.portant.co/portant-docs/sources/hubspot/generate-documents-from-any-custom-object-in-hubspot)
- [How to view created documents in HubSpot](https://docs.portant.co/portant-docs/sources/hubspot/how-to-view-created-documents-in-hubspot)

If you want a hand setting up a workflow to bulk-print contacts/companies, feel free to email me [tom@portant.co](mailto:tom@portant.co) and we can set up a call.

Cheers,  
Tom  
Marketing @ Portant  
Portant App for HubSpot:

> **[HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/apps/portant-hubspot-google-docs-integration)**

[![](https://d2qpr2jzcazej7.cloudfront.net/original/3X/c/2/c23950ade67a15acbb1af500595567ebcf234a25.jpeg "Automate your Contracts, Quotes and Proposals in HubSpot | Portant in 60 seconds") ](https://www.youtube.com/watch?v=5d9pFYZkSLQ)
