HubSpot Integration

Generate PDFs from HubSpot CRM

Create professional PDF documents from your HubSpot data. Generate invoices, quotes, and proposals from Contacts, Companies, Deals, and Line Items in seconds.

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Access All Your HubSpot Data

Contacts

All contact properties and custom fields

Companies

Company data with associations

Deals

Deal properties and pipeline data

Line Items

Products with pricing and quantities

Browser Extension

Generate PDFs with one click directly from HubSpot. Our sidebar extension detects the current record and lets you choose a template instantly.

Line Items with Calculations

Include deal line items in dynamic tables with automatic subtotals, discounts, taxes, and grand totals. Perfect for quotes and invoices.

Association Data

Access associated records in your templates. Include company info on contact documents, or contact details on deal proposals.

Upload to HubSpot Files

Automatically save generated PDFs to HubSpot Files and attach them to the record. Keep all documents in one place.

HubSpot Document Use Cases

Sales Quotes

Generate quotes from Deals with line items. Include associated contact and company details automatically.

Client Invoices

Create invoices from closed deals with payment terms and line item details. Send directly to clients.

Proposals

Professional proposals with company branding, scope of work, and pricing from your CRM data.

Welcome Letters

Personalized welcome documents for new contacts or customers with their specific details.

Account Summaries

Company overview documents with associated contacts, deals, and activity history.

Contracts

Service agreements with dynamic clauses based on deal properties. Include signature fields.

Related Resources

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