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⚙️ Install ChiliDocs

The installation of ChiliDocs is done directly via the HubSpot App Marketplace and can be completed in just a few steps:

🔧 Step-by-step guide:

  1. Open the HubSpot App Marketplace.

  2. Search for ChiliDocs or navigate directly to the ChiliDocs-Marketplace-Site.

  3. Click on “Install app”.

  4. Enter your personal details and authorize the payment information.

  5. After being redirected, select the desired HubSpot portal.

  6. Authorize the installation.

  7. Once the installation is successful, ChiliDocs will be available in your HubSpot portal.

 

✅ After installation

  • ChiliDocs will appear as a CRM card on the standard HubSpot objects:

    • Contacts

    • Companies

    • Deals

    • Tickets

  • You can immediately start generating documents and using your templates.

 

💡 Note: The installation is portal-wide – you don’t need to install ChiliDocs separately for each user.