🐛 Bug Fixes

Open the ChiliDocs card even when HubSpot is briefly busy. The card used to fail to load in that moment. It now tries again automatically and loads as expected.

✨ New Features

• Show or hide parts of a template based on CRM values with [if …], [elif …], [else] and [endif], for example [if deal.amount >= 10'000 and deal.dealstage = "Closed Won"]. A mistake in the condition shows as SyntaxError right in the document instead of breaking the file.
• Print the pipeline or stage name instead of its id with the (label) function, for example [deal.dealstage(label)]. It also prints the option label on dropdowns and checkboxes, and works on tickets, orders, courses and custom objects with pipelines.

🐛 Bug Fixes

• Fill in placeholders on Word cover pages again, such as Title, Author or Date fields built from content controls. They stayed empty before, because Word only refills them from the document properties when you open the file.
• Migrate templates now also finds and updates old placeholder names inside content controls and the cover-page fields linked to them, so the prompt to migrate doesn't keep coming back.

✨ Improvements

• Find out what's new in ChiliDocs: the ChiliDocs card, the settings page and the website footer now link to the public changelog.
• Reach the knowledge base and support pages on products.chili.ch directly from the website and the card.

🐛 Bug Fixes

• Generate documents even when HubSpot is briefly unavailable: ChiliDocs now retries the upload, so your document is no longer lost.
• Spot typos in object names right away: a placeholder like [con-tact.firstname] now shows a SyntaxError in your document and no longer causes failing requests to HubSpot.
• Trust the card when it says a document is attached: if no note could be created, it now shows a warning and the download link.
• Open the ChiliDocs card even when the subscription service is slow to respond. The card now loads with your last known subscription state.

🐛 Bug Fixes

• Select several templates at once without surprises: if one of them was deleted, ChiliDocs stops before generating anything, names the missing template and refreshes the list.
• Download your documents even when your network blocks HubSpot's file servers, because the download page now retries automatically.
• Safari no longer shows a false "network error" after a successful download.

🐛 Bug Fixes

Generate documents with a table of contents and keep the chapter numbers from your template. The numbering could start at 6 instead of 1. ChiliDocs now only updates the page numbers and leaves the entries as they are in your template.

🔄 Breaking Changes

Name the object in every owner placeholder, for example [contact.owner.hs_email], so a template means the same on every record type. The old names such as [contact.ownerfirstname] and [currentuser.firstname] are retired: ChiliDocs still converts them while generating, but a bare [owner.…] now shows a SyntaxError.

What you need to do

• Open the ChiliDocs card on a record and click Migrate templates to update all templates at once.
• Add the object to any remaining [owner.…] placeholder, e.g. [deal.owner.hs_email].
• Pro accounts: approve the new permissions when ChiliDocs asks you to re-authorize.

✨ New Features

• Generate documents right on orders, subscriptions and courses, and use quotes in workflow actions and as associated objects such as [quote.hs_title].
• Add line items, notes and HubSpot users to any template as associated objects.
• Attach documents to quotes and subscriptions too: the note goes to the quote's primary deal or the subscription's primary contact.

✨ Improvements

• Use rich-text properties in templates: they now appear as plain text instead of HTML code.
• Amounts in tables show in each record's own currency.
• Large tables now stop at 500 rows.
• The Generate Download Link action tells you right away when the target property isn't a valid property name.

🐛 Bug Fixes

• Put several placeholders in one table cell, like [contact.firstname] [contact.lastname]: each one is filled now.
• CRM text with square brackets, such as a note that mentions "[deal.description]", now appears exactly as written.
• Template subfolders with numbers in their name, like "Offers 2024", are back in the template list.
• Search by filename in Generate Download Link finds your generated documents.

🐛 Bug Fixes

Save your templates as Word .docx files: old .doc files, PDFs or renamed files can't be used. The ChiliDocs card now says so when you pick such a file, workflows stop with a clear error instead of retrying, and the template lists only show .docx files.

✨ Improvements

Look for ChiliDocs in HubSpot under its new full name, "ChiliDocs - The Smart Document Automation Engine". The card shows the new subtitle. Nothing changes in how you work.

✨ New Features

Compare ChiliDocs Free and Pro on the new pricing page, with a feature comparison and billing details. It's linked in the website footer, and old links to the version selection page lead there automatically.

✨ Improvements

Write download links into properties of custom-object records with the Generate Download Link action. On Enterprise accounts, click Update in the ChiliDocs settings once to approve the permission this needs.

🐛 Bug Fixes

Update ChiliDocs from its settings even if your HubSpot account is hosted in the Asia-Pacific data region. The Update link sent these accounts into an endless sign-in loop. It now always opens the right HubSpot region.

🐛 Bug Fixes

Re-authorize ChiliDocs or upgrade to Pro from a HubSpot account in the EU or another region outside North America. These accounts bounced between HubSpot's sign-in and authorization pages until they were logged out. The links now open the account's own region.

🐛 Bug Fixes

Generate documents directly on custom-object records and get the record's own properties filled in. Until now, every placeholder for the record itself stayed empty there.

🐛 Bug Fixes

• Fix a missing HubSpot permission with one click: instead of a generic error, the ChiliDocs card now explains the problem and offers a re-authorize button.
• The card's Update available link now opens the ChiliDocs update that actually grants the missing permissions.
• Free accounts are no longer asked for Pro permissions they don't use.

✨ New Features

• Keep working with ChiliDocs Free when your subscription ends or a payment fails: your account switches to the Free plan instead of being locked, and Pro comes back automatically once the payment goes through.
• Get a clear "Template not found" message when a selected template was deleted, and workflows stop with a clear error instead of retrying.

🐛 Bug Fixes

• Find the Uninstall button in the ChiliDocs settings at all times. It could disappear before.
• The ChiliDocs card no longer crashes when its record is deleted while you work.

✨ New Features

• Pick up where you left off: the ChiliDocs card remembers your last file type, options and templates for each object type.
• Watch for the new Update available hint next to your plan, which tells you when ChiliDocs is missing a permission.

✨ Improvements

• Open the ChiliDocs card faster: it now loads your templates, plan and saved choices in one go.
• See the ChiliDocs logo and a subtitle in your language in the card header.

🐛 Bug Fixes

• Use calculated duration properties, such as a contract length, in your templates: they now show their value instead of staying blank.
• A short outage of the subscription check no longer deactivates paying accounts.

🐛 Bug Fixes

• Generate documents from deals whose line-item tables have empty cells again. This used to fail with an error.
• The deal's currency code now appears in your documents instead of staying empty.

🔄 Breaking Changes

Use the new ChiliDocs card for everything: the old ChiliDocs pages and banners inside HubSpot and the classic CRM card are gone. HubSpot no longer supports classic CRM cards, so the new card replaces them completely.

What you need to do

• Generate documents from the ChiliDocs card on the record instead of the old card or pages.
• If you don't see the card on a record page, add it with HubSpot's Customize record option.

✨ New Features

• Generate documents right inside HubSpot with the new ChiliDocs card on contacts, companies, deals, tickets and custom objects.
• Pick several templates at once, choose Word or PDF, hide empty placeholders and attach the result to the record. PDFs open as a preview in a new tab.
• Manage your plan on the new ChiliDocs settings page, and use the two new workflow actions to attach documents or create download links.
• Use the card in English, German, French, Italian or Spanish.

✨ Improvements

• Download your documents through short-lived links that stay valid for 30 minutes.
• Workflows with ChiliDocs actions move on faster, because the documents are now generated in the background.

🐛 Bug Fixes

Place dynamic tables such as [line_item_table] inside a cell of another table, for example a layout table. Generating such templates failed with "Invalid document request". The nested table is now filled and your layout stays intact.

🐛 Bug Fixes

Finish a Pro upgrade that a colleague in your HubSpot account already paid for. ChiliDocs asked other users to pay again. It now recognizes the payment for the whole account.

✨ New Features

Keep templates for a specific ticket pipeline in a folder named after the pipeline's ID, just like for deals. When you generate from a ticket, ChiliDocs offers the templates from its pipeline's folder, and folders of other pipelines no longer show up on unrelated records.

✨ New Features

Install ChiliDocs Pro directly with your installation key, without installing the Free plan first. Open the installation link with your key, approve ChiliDocs in HubSpot, and your Pro plan is set up in one go.

🐛 Bug Fixes

Upgrade to Pro from the ChiliDocs settings in HubSpot again: the upgrade could fail with "upgrade session missing". It now continues in a new browser tab, with a button to reopen it if your browser blocks pop-ups.

✨ Improvements

Retry an interrupted installation right away. Leftovers from an earlier attempt, for example in another browser tab, no longer block the new one.

🐛 Bug Fixes

Keep access to ChiliDocs when HubSpot has a short hiccup: a failed subscription check no longer locks your account. Accounts that were locked this way recover automatically on the next check.

✨ Improvements

• Click a download link and the file saves right away, without an extra page.
• Use the confirmation page to see the file name and click Download again, or Open in new tab for a PDF preview.
• Expired links now show a clear message with a support link.
• The loading screen no longer stays stuck after a download.

🐛 Bug Fixes

• Install ChiliDocs in German again: the installation pages failed and showed missing texts for German-speaking users.
• Reinstall ChiliDocs with an active Pro subscription in a single consent step, without the extra update prompt that could get stuck.

🐛 Bug Fixes

Reinstall ChiliDocs after a cancelled subscription and start with a clean slate. Settings and data from the old installation are no longer carried over to the new one.

✨ New Features

• Install ChiliDocs from the HubSpot Marketplace with a short sign-in form instead of an installation key.
• Upgrade to Pro in one guided flow from payment to authorization. If you stop after paying, ChiliDocs picks up where you left off.
• Free installations ask only for the permissions they need, and installation keys are checked before you start.

🐛 Bug Fixes

Choose Word as the file type in ChiliDocs workflow actions again. Workflows with this setting stopped with an "unsupported output type" error. They now create the Word document as expected.

✨ New Features

Generate a PDF and see it open in a new browser tab right away. If your browser blocks the pop-up, click View PDF in the success message to open it yourself.

🐛 Bug Fixes

• Download and preview the same PDF without one getting in the way of the other.
• In Safari, a download no longer silently overwrites an existing file with the same name.

🐛 Bug Fixes

Use accented characters like "é" in template and document names. Attached files now keep their name in HubSpot instead of showing a garbled, encoded version.

🐛 Bug Fixes

Use placeholders in your document file names even when some of them are empty. Attached files no longer end up with garbled, encoded names in HubSpot, and your spaces and brackets stay as you typed them.

✨ New Features

Limit a table to associations with a specific label, for example [contact_table:Billing contact] … [contact_table_end:Billing contact]. Only records associated with that label appear in the table. Tables without a label work as before.

🐛 Bug Fixes

Filter tables for records where a property is empty, for example [filter(deal.closedate=null)]. Such records are now included instead of being skipped.

🐛 Bug Fixes

Format placeholders in table rows the way you like: bold, colors and fonts now carry over to every generated row. Before, the formatting of table placeholders could get lost.

✨ New Features

Install ChiliDocs Free through a new sign-up page that asks for your contact details before you connect your HubSpot account. Your details are transmitted securely, and the rest of the installation works as before.

✨ Improvements

Install or reinstall ChiliDocs even if its folders already exist in HubSpot Files. The installation progress no longer gets lost during setup, so the page always shows where things stand.

🔄 Breaking Changes

Select your templates once more after this update: ChiliDocs now remembers them by their HubSpot file instead of a link that could expire. Previously saved selections are reset so you no longer run into expired template links.

What you need to do

• Open ChiliDocs on a record and select your templates again. The selection is remembered from then on.

✨ Improvements

• Generate documents more reliably when HubSpot is busy: ChiliDocs now waits and tries again instead of failing.
• Template lists load faster because fewer repeated lookups are needed.

✨ Improvements

Keep your templates private in HubSpot Files: ChiliDocs now opens them through short-lived secure links. Your templates no longer need to be public, so search engines can't index them.

✨ New Features

• Start with ChiliDocs Free: choose Free or Pro when you install, and upgrade whenever you need more.
• Free accounts see their plan limits and what Pro adds directly in ChiliDocs.
• Messages now appear in your language.

✨ New Features

• Generate documents automatically in HubSpot workflows: create a document or a download link as a workflow step.
• Open download links on a new dedicated download page.
• Follow each installation step with live progress.

✨ Improvements

• Use ChiliDocs in a redesigned, faster interface that is available in several languages.
• During maintenance, a clear maintenance page now appears instead of an error.

🐛 Bug Fixes

Generate documents with a table of contents even when the Word file has small layout irregularities. Updating the table of contents could make generation fail. ChiliDocs now skips what it can't update and still creates your document.

✨ New Features

• Add the current time to your documents with [CurrentHour], [CurrentMinute] and [CurrentSecond].
• Show the owner's phone number and job title with [deal.ownerphone] and [deal.ownerjobtitle] – this works on every object.

✨ New Features

Put placeholders inside text boxes in your Word templates. ChiliDocs now fills them just like placeholders in the rest of the document.

🐛 Bug Fixes

• Rely on correct page numbers in the table of contents of generated documents.
• Use tables, table filters and lists with more confidence, and expect placeholders to be recognized more reliably.

🐛 Bug Fixes

Open your generated Word and PDF files without errors. A problem with reading the fonts of a template could produce corrupted documents. ChiliDocs now leaves the fonts untouched while loading a template.

🐛 Bug Fixes

Get your generated documents with the right file name. In some cases a document came back with the wrong name.

🐛 Bug Fixes

Keep the formatting of your templates when ChiliDocs fills in placeholders. In some templates, replacing a placeholder broke the surrounding formatting. Fonts, styles and layout now stay as you designed them.

🐛 Bug Fixes

Use tables of associated custom-object records in your templates. These tables did not fill correctly. They now list the associated records as expected.

✨ New Features

Add your own phone number and job title to documents with [currentuser.phone] and [currentuser.jobtitle]. They show the details of the HubSpot user who generates the document.

🐛 Bug Fixes

Install ChiliDocs from HubSpot again. A wrong redirect link sent the installation to a development version of the app, so it couldn't finish.

✨ New Features

Add (format:removehtml) to a placeholder, for example [deal.description(format:removehtml)], to show rich-text properties as clean text. ChiliDocs removes the HTML tags and keeps spaces and line breaks so the text reads correctly in Word.

✨ New Features

Cancel your ChiliDocs subscription directly in the app settings. A paid period stays active until its end, and your cancellation request reaches our support team automatically.

🐛 Bug Fixes

• Format amounts as currency or numbers, like [deal.amount(format:currency)], and get the right result. Some amounts were mistaken for dates and rendered incorrectly.
• Use several tables in one document, some of them filtered: each table is now filled in the right place, and table fields are formatted according to their property.

🐛 Bug Fixes

• Use several tables for the same object in one template, each with its own filter. The filters no longer affect each other, and the tables are inserted cleanly without document errors.
• Put lists inside table cells: they now expand and format as expected.

🐛 Bug Fixes

• Filter tables with [filter(…)] placeholders again: they were rejected as invalid syntax.
• Write filter values in curly quotes, such as ”Winterthur”: they now match just like values in straight quotes.

🐛 Bug Fixes

Pick from a template list without system folders. Pipeline folders and the folder for attached documents are no longer scanned as general template folders, so their files don't show up by mistake.

🐛 Bug Fixes

Turn multi-value properties into lists again with placeholders like [contact.role(orderedlist)]. These placeholders were briefly not recognized. They are filled correctly now.

🐛 Bug Fixes

• Find all your templates in the list, even in folders with many files – the list used to stop after the first page.
• Add any number of header rows above the placeholder row of a table.
• Write text in square brackets that isn't a ChiliDocs placeholder: it is no longer highlighted.

🐛 Bug Fixes

Use pipeline-specific templates for deals and tickets again. ChiliDocs didn't find the templates in your pipeline folders. They now appear in the template list as before.

✨ New Features

Format numbers exactly as you need with the new formatnumber function, for example [deal.amount(formatnumber:d=2;ds=,;ts=.;c=true)]. Set the number of decimals and the decimal and thousands separators, and add c=true to show the record's currency.

✨ New Features

Attach generated Word or PDF documents directly to the HubSpot record you created them from. ChiliDocs saves the file in HubSpot Files and links it to the record, so your team finds it right there.

✨ Improvements

• Use the month and timestamp placeholders in your own language: month names and date formats are now localized.
• Upload documents to HubSpot Files more reliably.

🐛 Bug Fixes

Use date formats that contain spaces, such as [deal.closedate(format:dd MMMM yyyy)]. Placeholders with these formats weren't recognized before. They now show the date as expected.

✨ New Features

• Turn on Hide empty placeholders to remove placeholders without a value from the document, or leave it off to see them highlighted.
• Spot template mistakes at a glance: invalid placeholders now show as a red SyntaxError in the generated document.

✨ Improvements

• Use ChiliDocs in English, German, French, Italian or Spanish: all texts in the app are now translated.
• Find the data processing agreement in your language through the link in the footer.

✨ Improvements

• Format phone numbers with or without the country prefix using [contact.phone(formatphone:prefix)] or [contact.phone(formatphone:noprefix)].
• Write any text in capitals or lower case with format:uppercase or format:lowercase, for example [company.name(format:uppercase)].

🐛 Bug Fixes

Show currency amounts with the decimal and thousands separators that are usual for their currency. Amounts in your documents now follow these local conventions instead of one fixed format.

✨ New Features

• Choose your own date and time formats, for example [deal.closedate(format:dd-MM-yyyy)].
• Show amounts in the deal's currency.
• Use the same format: syntax everywhere, including format:%, format:dateonly and format:timeonly.

✨ New Features

Show only the rows you need in a table by adding a filter, for example [filter(company.city="Winterthur")] or [filter(line_item.quantity=1,line_item.hs_sku="SKL")]. Place the filter inside the table, and ChiliDocs includes only the matching records.

✨ New Features

• Name your generated documents with placeholders, so each file gets a meaningful name, for example with the company name and date.
• Define reusable values once and use them both in the template and in the file name.

✨ New Features

Build tables from associated records such as line items or companies: put a row between [line_item_table] and [line_item_table_end] and fill it with placeholders like [line_item.name]. ChiliDocs adds one table row per record.

🐛 Bug Fixes

Count images from 1 in image placeholders: the first image is now number 1. Before, the numbering was off by one, so a different image than expected could end up in your document.

✨ New Features

Insert images into your documents with the (image) function, for example [contact.photo(image)]. ChiliDocs places the image from the property right where the placeholder stands.

🐛 Bug Fixes

• Use calculation properties in templates and get their numbers in the default format.
• Install ChiliDocs faster than before.

✨ New Features

Generate documents from contacts, companies and tickets with the new ChiliDocs. Keep your Word templates in HubSpot and fill their placeholders with the record's data.

✨ New Features

Show properties with several values as a bulleted or numbered list with (unorderedlist) or (orderedlist), for example [contact.hobbies(unorderedlist)]. Or join the values in one line with a separator such as (commaseparated).

🐛 Bug Fixes

Show the right owner details in your documents. Placeholders that refer to the HubSpot owner are now filled correctly.

🐛 Bug Fixes

• Use custom-object placeholders in your templates: custom-object names are now recognized correctly.
• Generate documents with associated tickets without errors.

🐛 Bug Fixes

Fill placeholders for custom objects in your documents. ChiliDocs now matches the custom object's internal name and prefix correctly, so its values appear where you expect them.