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.
Hi @airwolfke as this is a real need, we created a new smart app, which is now available in the marketplace. With ChiliDocs you create Word docs in a click! All associated objects, linked to a deal with its properties are available in your word document. Check it out and let me know what you think! Kind regards, Roger
Apr 19, 20234:39 AM - edited Aug 24, 20232:17 AM
Participant | Diamond Partner
Document creation with fields
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!