Creating a document


I'd like to use contact parameters to auto-create a document. I know that you can build a template email and have certain fields, like the name, comapny, etc. automatically populate.

I'd like to do the same thing with, say, a contract template where HubSpot fills in address and other fields in the contact parameters.

Is there a way to do this? Right now, I am intiating an email using a template, then copying what HubSpot creates and pasting it to a Word document and then saving it and attaching the document to send to a customer. This seems VERY inefficient and if HubSpot could do this, that would be a great time saver.

If anyone knows of a straightforward way to do this, I'd really appreciate it.




1 Reply 1
Top Contributor

Hey @GNorman, this is an interesting process you use, but i don't think HubSpot has any other way to automate that. Creating contracts doesn't really seem to fall into the suit of what they provide now. Might be worth posting on the ideas forum. Not something we currently need HubSpot to do for us, but I could see how this could be useful.