Document creation with fields

airwolfke · ‎Mar 24, 2023

I have a contract, only 1 or 2 pages in Word (.docx) format and I would like to add fields from Hubspot into this document, like name, price of deal,...

Another option would be to recreate the document in Hubspot, I would like to email the document, generate PDF and print it if needed.

Can this be done?

rjchauhan_ · ‎Apr 19, 2023

Hi there,

I noticed that you’re interested in Generating personalized PDFs for HubSpot contacts, and I wanted to suggest trying out “PDF CreateMate”. 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

PamCotton · ‎Mar 24, 2023

Hello, @airwolfke thank you for posting in our Community!

I want to invite our top experts to this conversation @impulsekring @Dan1 any recommendations for to @airwolfke matter?

Thank you,

Pam

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