Sales Integrations

Roger
Contributor

Creating a MS Word document out of a deal

It would be great to be able to create a MS Word document f.e. as a quote or contract or else directly from a deal. It should be possible to use any connected object, such as company, contacts, tickets, custom object and even all standard and custom property. 

An other cool feature would be to use even the labels and to have the possibility to organise different templates in different pipelines. 

Wouldn't that be a great functionality, which would solve a lot of problems and save a lot of time?

Any idea out there?

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2 Replies 2
james-portant
Contributor

Creating a MS Word document out of a deal

Hi @Roger ,


We have a document automation app for HubSpot called Portant.  I made a short 60s video about our app here:


(At the moment) we use Google Docs and Slides as the document templates but you can export these to MS Word and PowerPoint and send them via Outlook

 

If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel to book a call here: https://calendly.com/james-portant/30-min-meeting

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

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DSharma02
Contributor

Creating a MS Word document out of a deal

Hi @Roger ,

Natively not possible with HubSpot but with third party tool you can achive this. 
Check this thread for solution.

Hope this helps!
Thanks

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