# Personalization Tokens for Documents

**URL:** <https://community.hubspot.com/t/personalization-tokens-for-documents/31677>\
**Category:** HubSpot Ideas\
**Tags:** sales-documents\
**Created:** [February 11, 2021, 10:03pm UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677 "2021-02-11T22:03:45Z")\
**Posts on this page:** 12\
**Page:** 1

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**Author:** ![AgendaJason](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/agendajason/32/2490_2.png) [@AgendaJason](https://community.hubspot.com/u/AgendaJason)\
**Post date:** [February 11, 2021, 10:03pm UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/1 "2021-02-11T22:03:45Z")

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I would like to have the ability to upload a document (like a legal agreement) and personalize the document with info found in company, contact and/or deal properties.

For instance, I have an NDA that requires a company’s legal business name (LBN) to be inserted. Rather than hunting down the person who knows the LBN and then typing it into the document, I would like to have the ability to insert the LBN from a company property into the blank line of the NDA. This assumes the person who knows the LBN to have put it in the property, but once they do that, everyone else knows where to go to find it and can then insert it automatically into their docs.

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**Author:** ![JPeebles](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jpeebles/32/60590_2.png) [@JPeebles](https://community.hubspot.com/u/JPeebles)\
**Post date:** [June 4, 2021, 3:50pm UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/2 "2021-06-04T15:50:55Z")

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YES PLEASE!!!

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**Author:** ![TPlainchamp](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tplainchamp/32/99949_2.png) [@TPlainchamp](https://community.hubspot.com/u/TPlainchamp)\
**Post date:** [September 23, 2021, 8:19am UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/3 "2021-09-23T08:19:48Z")

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Bonjour,

Nous avons le même besoin, à savoir rajouter des jettons de personnalisation sur un document que nous pourrions générer grâce à Hubspot et le communiquer directement soit par mail soit par lien à nos clients!

Merci

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**Author:** ![CVercoutere](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cvercoutere/32/18373_2.png) [@CVercoutere](https://community.hubspot.com/u/CVercoutere)\
**Post date:** [September 23, 2021, 9:54am UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/4 "2021-09-23T09:54:15Z")

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Bonjour,

Nous souhaitons cette fonctionnalité aussi.

Merci

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**Author:** ![SdeLEAH](https://avatars.discourse-cdn.com/v4/letter/s/67e7ee/32.png) [@SdeLEAH](https://community.hubspot.com/u/SdeLEAH)\
**Post date:** [October 28, 2022, 11:15am UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/5 "2022-10-28T11:15:12Z")

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Bonjour, cete fonctionnalité m’intéresse aussi

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**Author:** ![MSchumacher](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mschumacher/32/198542_2.png) [@MSchumacher](https://community.hubspot.com/u/MSchumacher)\
**Post date:** [May 2, 2023, 9:15pm UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/6 "2023-05-02T21:15:51Z")

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Where is this request in the process? This would be highly functional for my (financial services), but I would imagine for anyone with a role in sales or adminstration.

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**Author:** ![ASchwerkolt](https://avatars.discourse-cdn.com/v4/letter/a/d6d6ee/32.png) [@ASchwerkolt](https://community.hubspot.com/u/ASchwerkolt)\
**Post date:** [June 1, 2023, 1:19pm UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/7 "2023-06-01T13:19:40Z")

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Egalement très intéressé !

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**Author:** ![LCarrier](https://avatars.discourse-cdn.com/v4/letter/l/ecd19e/32.png) [@LCarrier](https://community.hubspot.com/u/LCarrier)\
**Post date:** [June 12, 2023, 4:26pm UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/8 "2023-06-12T16:26:45Z")

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We are also interested.

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**Author:** ![JessKing86](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jessking86/32/76463_2.png) [@JessKing86](https://community.hubspot.com/u/JessKing86)\
**Post date:** [December 14, 2023, 3:53pm UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/9 "2023-12-14T15:53:49Z")

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We’ve needed this for years- being able to share docs with personalized tokens would be a game changer!

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**Author:** ![CGarcia092](https://avatars.discourse-cdn.com/v4/letter/c/ce7236/32.png) [@CGarcia092](https://community.hubspot.com/u/CGarcia092)\
**Post date:** [June 11, 2024, 2:55am UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/10 "2024-06-11T02:55:14Z")

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Anyone find a solution for this? We also need it and may just end up developing one.

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**Author:** ![JDepas](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jdepas/32/20849_2.png) [@JDepas](https://community.hubspot.com/u/JDepas)\
**Post date:** [January 17, 2025, 1:20pm UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/11 "2025-01-17T13:20:11Z")

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Cette fonctionnalité est extrêmement utile pour plusieurs raisons :

- **Gain de temps :** Elle automatise l’insertion des informations nécessaires, comme le nom légal de l’entreprise (LBN), en s’appuyant sur les propriétés déjà renseignées dans le CRM, éliminant ainsi les recherches manuelles et les interruptions.

- **Fiabilité des données :** L’utilisation des propriétés du CRM garantit des informations exactes et uniformes, réduisant les erreurs humaines et l’utilisation de données obsolètes.

- **Efficacité des processus :** L’intégration automatique dans des documents standardisés, comme un NDA, accélère les tâches administratives, permettant aux équipes de se concentrer sur des missions à plus forte valeur ajoutée.

- **Amélioration de la collaboration :** Les données centralisées dans le CRM deviennent accessibles à tous, favorisant la transparence et une meilleure coopération entre les équipes.  
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**Author:** ![LWINTERSTEIN](https://avatars.discourse-cdn.com/v4/letter/l/6f9a4e/32.png) [@LWINTERSTEIN](https://community.hubspot.com/u/LWINTERSTEIN)\
**Post date:** [January 20, 2025, 8:56am UTC](https://community.hubspot.com/t/personalization-tokens-for-documents/31677/12 "2025-01-20T08:56:59Z")

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Bonjour,

Cette fonctionnalité nous servirait beaucoup également !

Merci
