we would like to have form submissions in hubspot directly submittet into a PDF. I have seen there is a third party integration doing it, however i would like to upload my own styled PDF (e.g. a contract) and just declare the fields that the form should submit the data into.
It would be great to have the ability to do that within hubspot as it opens a lot of new areas of operation. Moreover the switch from online --> offline would be way easier and we all know some people just like having paper in their hands 😉
Upload customized Word document template on PDF CreateMate.
Set up a trigger for pre-configured workflow upon form submission.
CreateMate will generate a dynamic PDF for triggered contacts and sync it back to HubSpot.
You have the flexibility to use any format and styling for PDF using a Word template. Let me know if you need any support or have any further questions. 🙂
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