Document creation with fields

[airwolfke]

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?

[NicClement]

Hi @airwolfke! you should check out our app DocMergy - this could be something useful for you 

[Roger · Accepted solution]

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

@rjchauhan_ @PamCotton 

[rjchauhan_]

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]

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