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đź“‹ Plans & permissions (Free, Pro)

What the ChiliDocs Free and Pro plans can do – and which HubSpot permissions ChiliDocs requests, and why.

ChiliDocs comes in two plans: Free and Pro. Pro offers the full feature set; Free is the free, restricted tier. This article explains what each plan can do and which HubSpot permissions ChiliDocs requests.

đź“Š What the plans can do

Free

  • Generate documents on Contacts (with Companies as an associated object).
  • 10 documents per calendar month.
  • No workflow automation.

Pro

  • Generate documents on all CRM objects: contacts, companies, deals, tickets, line items, custom objects.
  • Unlimited documents.
  • Workflow actions – generate documents automatically inside HubSpot workflows.

ℹ️ Free plan details

  • The app card works only on Contacts on Free.
  • For associated or placeholder data, Free has access to contact and company data. Data from deals, tickets, line items or custom objects is not included in Free documents – not even as an association.
  • Workflow actions are available on Pro only.
  • Free includes 10 documents per calendar month; Pro is unlimited.

🔑 Which HubSpot permissions ChiliDocs requests

When you install, ChiliDocs only requests the permissions needed for the relevant feature set. The guiding principle is least privilege.

Base permissions (every plan):

  • Read contacts and companies – to fill the placeholders in your templates.
  • Access to HubSpot Files – your templates and generated documents live in your HubSpot Files.
  • Attach documents/notes to records – so generated documents can be saved on the record.
  • Read owner and user information – for placeholders such as creator or owner.

Optional permissions (only for Pro features, and can be declined):

  • Read deals, line items and custom objects – for documents on or with those objects.
  • Automation/workflows – for the workflow actions.
  • Attach to companies/deals and multi-currency formatting.

ℹ️ Note on optional permissions

Optional permissions are only requested in Pro flows. If you decline one, the app still works – but the related Pro feature will not be available.

đź’ˇ Upgrade

Want to use ChiliDocs on more objects, generate more than 10 documents per month, or automate with workflows? Then move to Pro.