Creating a document
May 11, 2017 7:54 PM
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.