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Roger
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Member since ‎Mar 27, 2017
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Roger Meili

Your expert in: Hubspot COS | Inbound Marketing | Content Marketing | Marketing Automation | Lead Generation & CRM - since 2014 Hubspot Partner - Platinum status | experience in integrating Hubspot with different solutions, such as MS Dynamics, Salesforce, M-Soft, BORM, PeakSolution, Abacus, Bexio

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Roger on July 30, 2024
Create a contact list based on a LineItem in an associated deal
If you would like to communicate with your customer, based on a certain product in a deal, it should be possible to create a contact list, based on a certain LineItem in an associated deal. That's not possible right now, but is absolutely crucial. read more
Reply Discussion Lists
0 upvote
2 Replies
Roger
Contributor
August 05, 2024
Hi @briannester thank's for the feedback. It's not exactly what I am looking for, but at least a very smart workaround.
Solved
Roger on July 30, 2024
Create a contact list based on a LineItem in an associated deal
If you would like to communicate with your customer, based on a certain product in a deal, it should be possible to create a contact list, based on a certain LineItem in an associated deal. That's not possible right now, but is absolutely crucial. read more
Reply Discussion Lists
0 upvote
2 Replies
Roger
Contributor
August 05, 2024
Hi @briannester thank's for the feedback. It's not exactly what I am looking for, but at least a very smart workaround.
Solved
Roger on June 08, 2024
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 read more
Reply Discussion CRM Deals Documents Sales
0 upvote
3 Replies
Roger
Contributor
July 26, 2024
Hi all We finally created a smart app named ChiliDocs, which is available in the HubSpot marketplace as of now. With ChiliDocs you create Word docu...read more
Solved
DWilson730 on June 14, 2023
Exporting deal details to PDF or Word
In our system, sample requests are created as deals. Once the deal is submitted to the fulfillment manager she needs a way to export the specifics of the deal to PDF or Word so she can get the specifics (product, quantity, shipping address, etc.) t read more
Reply Discussion Deals
0 upvote
2 Replies
Roger
Contributor
July 26, 2024
Hi @DWilson730 and @karstenkoehler We created a new app, which is now available in the HubSpot marketplace. With ChiliDocs you are able to ger...read more
airwolfke on March 24, 2023
Document creation with fields
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 docum read more
Reply Discussion Starter
2 upvotes
3 Replies
Roger
Contributor
July 26, 2024
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...read more
Solved
JBishop1 on April 20, 2024
Document Creation in HubSpot
Hello, I need some help - I want to use HubSpot as a CRM for my Certification Body. So I ideally want to have customer information stored in Hubspot like: Name of Company FTE of Employees Contact name of Company Contact Email C read more
Reply Discussion Admin best practices CRM How-To Templates
1 upvote
5 Replies
Roger
Contributor
July 26, 2024
Hi @JBishop1 we finally created a smart plugin, where you can generate a word out of a HubSpot with just one click. It's new in the marketplace: ...read more
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