Logo - Full (Color)

Build

ChiliDocs® Document Automation

ChiliDocs® Document Automation-icon
App

ChiliDocs® Document Automation

Automate MS Word + PDF Documents from HubSpot data with a Click or…

Installs
80+ installs
Rating

4.6(11)

Sign in to installRequires ChiliDocs® Document Automation subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
ChiliDocs® Document Automation Subscription
ChiliDocsPro® or ChiliDocsFree® plans

Overview

Your quotes are more than just numbers on a page?

With Microsoft Word, you craft beautiful, persuasive multi-page documents that seal the deal. But wouldn't it be amazing to transfer your HubSpot CRM data into those documents with just one click or via workflow?

Introducing ChiliDocs® – it does just that!

Features

MS Word documents

Use as much Word template as you need

You can prepare and store as many Word templates as you need. To keep everything organized, you can store the templates according to deal pipelines.

All objects

Include all standard objects

Deals, companies, contacts, tickets, custom objects - all objects that are linked to an other object can be used in your templates.

Labels

Organize your data with labels

Your business is a little more complex, so you need to be able to display different companies, people or deal attributes on your document. No problem, you can organize your data in HubSpot with labels and output them in your Word template.

Square brackets

Single square brackets as control characters

Preparing the Word document is very simple. Put the data field in square brackets at the point where data is to be pulled from HubSpot, for example [company.name].

Create Documents with Workflows

Create and send documents in Workflows

Automatically generate PDF or MS Word documents with a workflow. Trigger the process, generate a document, save it in the timeline, and send it by email.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

ChiliDocs®

Contacts

Contacts

ChiliDocs®

Companies

Companies

ChiliDocs®

Deals

Deals

ChiliDocs®

Tickets

Tickets

ChiliDocs®

Owners

Owners

ChiliDocs®

CRM Extensions

CRM Extensions

ChiliDocs®

CMS Files

CMS Files

Reviews

Average rating

4.6

Based on 11 ratings


Total reviews

11

Number of reviews all-time


5
91% complete
91%
4
0% complete
0%
3
0% complete
0%
2
0% complete
0%
1
9% complete
9%

Average rating

4.6

Based on 11 ratings

Total reviews

11

Number of reviews all-time

5
91% complete
91%
4
0% complete
0%
3
0% complete
0%
2
0% complete
0%
1
9% complete
9%

Filter reviews:

Sort:


1/5
    Sep 4, 2025

Support unavailable and we cannot do our work now!

I was really happy for the last months with this app, but today I received an e-mail to upgrade and this wasn't possible at all. The support was not available (tried e-mail, support form and by phone), so we cannot create any quotes for our customers anymore. No one from support replied to the tickets so we tried to uninstall the app in HubSpot and wanted to install again, but now I will have to pay for a year license again, which we already did! So not happy at all!

What do you like?

When it worked I was happy with it.

What do you dislike?

Lack of support, no one replies to tickets and if you call them you get an anwering machine (not in English) and they say that you need to fill in a support ticket, which I already did!

  • Fijneman, M.


Reply from Meili, R., Chili Digital AGSep 4, 2025
Dear Michella This really didn't go well, and we sincerely apologise for that. Your message reached us shortly before lunch break, and we were only able to respond after 50 minutes. The problem was that HubSpot made various adjustments to the platform as part of the announcements at Inbound '25, which affected our ChiliDocs update process. We have now fixed the problem and the ChiliDocsPro version can be used properly with the new features. We would appreciate it if you would acknowledge our efforts accordingly. It has now been just under four hours since the problem was discovered. We thank you for your trust in us and wish you continued success with ChiliDocs.

5/5
    Jul 2, 2025

Generate documents quickly & easily - soon also automatically

Great tool for generating documents quickly and easily.

What do you like?

- Simple tool that can be quickly integrated into HubSpot - Great functions, such as: automatically generating document names based on logic, generating tables for cost statements, soon also automatic document generation - Many possible uses: So far only use on the deal object, but can also be used on other HubSpot objects - Support gets back to you promptly and helps satisfactorily with problems. Ideas for product development are taken on board.

What do you dislike?

Everything super

  • Ritscher, L.

Translated from Deutsch. View original text

Reply from Meili, R., Chili Digital AGJul 22, 2025
Hello Lena Thank you very much for this great feedback. ChiliDocs was born to make your life easier. We are in the middle of the process and you can look forward to many more cool features. We look forward to any feedback that helps us to make the product even easier and more efficient. Stay tuned, best regards Roger

This app requires one of the following ChiliDocs® Document Automation subscription plans.

ChiliDocsPro®

€399

/year

Automate document creation in MS Word from HubSpot — with clicks, workflows, and complete data access.

  • Workflows

  • One-click documents

  • Unlimited templates

  • Associated HubSpot objects

  • Image integrations

  • Table sorting

  • Formatting options

A complete ChiliDocs plan with workflow automation and unlimited templates for all standard HubSpot objects.

ChiliDocsPro®

€399

/year

Automate document creation in MS Word from HubSpot — with clicks, workflows, and complete data access.

  • Workflows

  • One-click documents

  • Unlimited templates

  • Associated HubSpot objects

  • Image integrations

  • Table sorting

  • Formatting options

A complete ChiliDocs plan with workflow automation and unlimited templates for all standard HubSpot objects.

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/27/2025

More info

Built by
Chili Digital AG
Installs
80+ installs
Categories
Languages this app is available in
English and German

Now trending

HubSpot solutions partner illustration
Need more help?

Build a custom solution with help from a HubSpot solutions partner.

Connect with HubSpot solutions partners for any business need. Browse recommendations, hire the right fit, and get your project started.