Installation and instructions for ChiliDocs®
ChiliDocs® easily generates Word and PDF documents from HubSpot Deals.
Set up ChiliDocs®
Follow the steps below to be able to use the ChiliDoc® to its full extent.
1. Install the HubSpot-App
Click on the "Install app" button below. Enter your credit card details. The first 14 days are free. If you uninstall the app within 14 days, you will not be charged.
You will then be redirected to the app installation page. Please install our HubSpot app. By doing so, you grant us limited permission to access HubSpot objects in your HubSpot account. You can uninstall the app at any time.
2. Use the Tool
ChiliDocs® is immediately available after installation. A sample template has been created to help you get started quickly. Select a deal, click on "Create Document" in the right-hand column and generate your first document.
Instruction
Below you will find the instructions for ChiliDocs®.
