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❗ Fix update and upgrade errors

If a ChiliDocs update or Pro upgrade fails, a Super Admin needs to approve the pending HubSpot permissions. Especially the ones marked "conditional required" must be ticked.

When you update (re-authorize) or upgrade from Free to Pro, HubSpot may show an error instead of the permission screen. Both situations have the same root cause and are fixed in the same way.

 

Why this happens

Your HubSpot account uses app governance: a Super Admin controls which permissions each connected app may use. ChiliDocs was originally approved with an older set of permissions. An update or Pro upgrade requests additional permissions that ChiliDocs needs for the full Pro feature set – including deals, line items, orders, quotes, subscriptions and courses.

Until a Super Admin approves these for ChiliDocs, HubSpot blocks the flow. This does not affect your existing ChiliDocs setup – everything already connected keeps working.

 

How to approve the permissions (Super Admin required)

  • In HubSpot, click the settings icon in the top navigation bar.

  • In the left sidebar, go to Integrations → Connected Apps and open the Approved apps tab.

  • Click Manage Access and open the Data Permissions.

 

✅ Easiest option: tick every permission offered

To avoid any surprises, approve all permissions the dialog offers. ChiliDocs does not request access to anything that is not needed for document generation or the workflow actions.

 

⚠️ Important: "conditional required" permissions

HubSpot marks some permissions as "conditional required". These are mandatory for your Pro feature set (quotes, orders, subscriptions, courses) – without them, HubSpot aborts the update or upgrade even if you approved the main set.

If a section named "Available after re-authentication" is shown, the new permissions are listed there.

 

✅ Then restart the flow from ChiliDocs

  • Open the ChiliDocs app settings page in HubSpot and click Update or Upgrade.

  • Important: use the ChiliDocs update/upgrade button, not HubSpot's own "Re-authenticate" prompt – only the ChiliDocs flow requests the complete set of permissions.

  • HubSpot now shows the full permission screen. Confirm it – done.

 

Still not working?

  • Make sure the person performing both steps is a Super Admin of your HubSpot account.

  • Double-check that all conditional-required permissions are ticked.

  • If the error persists, contact us at support@chili.ch and include a screenshot of the error – we will take it from there.

 

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