ChiliDocs®
Create Word Docs in HubSpot with a Click!

Test ChiliDocs® for 14 days

ChiliDocs®
Create Word Docs in HubSpot with a Click!

Test ChiliDocs® for 14 days
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Generate documents from HubSpot deals

You can use the ChiliDocs® link to quickly generate a DOCX or PDF for any HubSpot deal.

Create your own templates

Simply insert placeholders [...] into a Word document to create a template for proposals, presentations, contracts, and more.

Use Hubspot objects

Use all objects and data fields associated with the deal, such as contacts, companies, tickets, line items, or custom objects.

A quotation is often a large document containing important details about the products and services offered. It has proven useful for creating proposals in an MS Word document. Until now, HubSpot did not support this.

ChiliDocs® retrieves the data from the company information, contacts and deals and easily links it to your Word document.

The process is the same as preparing a document for mail merge directly in MS Word: You add the necessary control characters to the document and place it in the appropriate folder in the file manager in HubSpot.

When you are on the deal you want in HubSpot, you will see the ChiliDocs® CRM card in the right column. Click the Create Quote button to open a window. You select the template and the Word or PDF document is created. Now you can edit and save it as usual.

Features:

  • Generate Word and PDF documents from Hubspot Deals (including contacts and companies)
  • Create your own Word templates and add placeholders for HubSpot fields
  • Supports custom templates per HubSpot pipeline

 

Pricing

EUR 299 per year (excluding VAT) per HubSpot portal (no limit on the number of users or documents)