ChiliDocs® Integration 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?

Introducing ChiliDocs® – it does just that!

Integration features

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.

Requires Free Tools & CRM plan or higher
Use as much Word template as you need
Include all standard objects, as contacts, companies, deals or tickets

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

Requires Free Tools & CRM plan or higher
Include all standard objects, as contacts, companies, deals or tickets
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.

Requires Free Tools & CRM plan or higher
Organize your data with labels
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].

Requires Free Tools & CRM plan or higher
Single square brackets as control characters

Shared data

ChiliDocs®

Contacts

ChiliDocs®

Companies

ChiliDocs®

Deals

ChiliDocs®

Tickets

ChiliDocs®

Owners

ChiliDocs®

CRM Extensions

ChiliDocs®

CMS Files

Other tools ChiliDocs® integrates with

Microsoft Office and Microsoft Office 365

Details

Provider
Chili Digital AG
Total installs
60+ installs
Categories
Languages this app is available in
English and German

Requirements

HubSpot Subscription
HubSpot Account Permissions
View required account permissions
Chili Digital AG Subscription
ChiliDocs® Basic plan

Chili Digital AG Support

Customer support languages
English and German

Legal Stuff

You understand that when using this integration, it's up to you to comply with applicable laws and regulations, as well as the HubSpot AUP and Terms. Please review this developer's documentation for more information.

Please refer to the developer's Privacy Policy and Terms for more information.
Other privacy information

ChiliDocs® Pricing

This integration requires one of the following ChiliDocs® software subscription plans.

ChiliDocs® Basic

Create Sales Documents in MS Word from HubSpot

14 day free trial

€299

/yr
A subscription to a HubSpot portal for as many users as necessary.
  • All deal related object data
  • As many Word templates as needed
  • Organized by deal pipelines
  • Create MS Word Docs in HubSpot with a Click!
* 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: 07/26/2024

ChiliDocs® Customer Reviews

9 Reviews


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5/5
  • May 15, 2025

Fast letter creation with great support - Finally a tool that inspires my employee!

A great addition to HubSpot! Letters (yes, we need them again because the email channel is simply too full) at the touch of a button. Just as easy to use as email templates. You enter the postal address once and can then use it in any number of templates.

What do you like?

The developer responds quickly, friendly and extremely helpful both by email and also sometimes helps via Zoom or directly in my portal (I have a somewhat technophobic employee who didn't understand the tool at first). Every property field in HubSpot can be output to Word, so that you can print order confirmations or other very individual documents at the push of a button, for example.

What do you dislike?

Chili-Docs does not yet leave an activity entry in the contact history. But you can simply upload the Word document quickly to the contact record, then you have everything neatly documented.

  • Witt, T.

Translated from Deutsch. View original text

Reply from Meili, R., Chili Digital AGMay 15, 2025
Hi Thomas, thank you very much for this great review. That inspires and motivates us to go the extra mile. By the way, we rolled out the feature "automatic attach document to the desired data object" which directly creates a note with the attachment in the time. Check it out! You will love it even more ;-)
5/5
  • Apr 24, 2025

AMAZING API!

Amazing tool!

What do you like?

All the docs are perfect we are super happy with this API

What do you dislike?

The lack to use workflows with the API

  • Flores, L.


Reply from Meili, R., Chili Digital AGMay 15, 2025
Hi, thank you very much for your amazing feedback. We appreciate it very much. By the way, we launched just today the functionality to attach the document to the defined data object. You can now use the document in a workflow as well.
5/5
  • Mar 5, 2025

Easy to set up. Excellent support

Found Chilidocs very easy to set up in HubSpot. Very simple to use the internal name of the deal property and transfer that into a HubSpot Word template. Using Word also enables you to style the document as your existing business templates. There were a couple of bugs, but when I raised with ChiliDocs they picked up and rectified very quickly - so also impressed by the technical support.

What do you like?

Very simple to set up and use. Can stye templates as existing business documents. Excellent technical support.

What do you dislike?

None really. Just have to be careful that you use the correct format for the deal property to transfer to ChiliDocs.

  • Wilkinson, D.


Reply from Meili, R., Chili Digital AGApr 10, 2025
Thank you very much for this very welcome feedback. We are constantly striving to incorporate new features and ideas into ChiliDocs so that it can do more and more. All new features are continuously documented in our knowledge base. Kind regards, Your ChiliProducts Team
5/5
  • Mar 4, 2025

Great!

We use it to create the paper covers of our negotiations, and we are very happy with it.

  • Ferretti, E.

Translated from Italiano. View original text

Reply from Meili, R., Chili Digital AGApr 10, 2025
Thank you very much for this great feedback. We are motivated to improve ChiliDocs more and more and constantly incorporate your wishes. Kind regards from the ChiliProducts team
5/5
  • Jan 7, 2025

Hand App With Great Support

We find this app super easy to set up and use, if we have had any questions Support will get back to us super quick with all the help we need.

What do you like?

easy to use and Great Support

What do you dislike?

some functions we're not yet implemented when we first took the app, however, support informed us they were coming and they delivered on time!

  • simmons, C.

5/5
  • Nov 21, 2024

Great tool, easy to learn and user-friendly

We've been using ChiliDocs for a few weeks now to generate various documents from HubSpot. The tool is fully integrated and meets all our needs. It's easy to use, intuitive and saves us time by allowing us to generate a pdf or a word in 2 clicks. Thanks to the Chili team for this smart, efficient and affordable solution!

What do you like?

Easy to adapt to Word, easy to implement and use, great price, great support!

What do you dislike?

Overly specific fonts not taken into account in PDF export (but works without problem on Word)

  • Delaloye, H.

Translated from Français. View original text

Reply from Meili, R., Chili Digital AGApr 10, 2025
Thank you very much for your great feedback. We are motivated to continue improving ChiliDocs and to incorporate your wishes on an ongoing basis. Sincerely, the ChiliProducts team
5/5
  • Nov 17, 2024
  • Olivier, A.


Reply from Meili, R., Chili Digital AGApr 10, 2025
Thank you very much for the 5-Stars. We appreciate it very much.
5/5
  • Oct 1, 2024

Ingenious integration that saves a lot of time

We have been using ChiliDocs for a few weeks now and are absolutely delighted. Setting the control characters is easy, the logic is transparent and we can easily personalize offers and presentations. The integration is available at a good price and saves a lot of time.

What problem are you trying to solve?

We collect the data for a deal in HubSpot and then automatically generate personalized offers and presentations.

What do you like?

I can continue to use my Microsoft environment with Word, the existing data doesn't have to be typed in again and I still have the flexibility to personalize the document afterwards.

What do you dislike?

At the moment ChiliDocs is only available in the deals. We would be delighted if we could also create documents from contacts, companies and tickets so easily. I heard a rumor that’s should be possible shortly

  • Vutkovič, V.

  • Marketing Services
  • 6 to 10 employees

Reply from Meili, R., Chili Digital AGApr 10, 2025
Hi Vanja Thank's a lot for your feedback. As you mentioned already ChiliDocs is available on all standard objects and hopefully soon also on custom objects, but that's something HubSpot has to allow. Kind regards from ChiliProducts Team
5/5
  • Sep 26, 2024

Awesome Integration

This is an affordable integration that unlocks all customization tokens as input values into templated documents. If you are a systems based company looking for a solution to automatically generate docs this is a simple and powerful service. Currently the integration exists at the Deal level but soon I am told it will be available at the contact level.

What problem are you trying to solve?

We use to to auto populate several templated documents, this saves us countless hours of work

What do you like?

Works flawlessly, yes it does take time to insert all your customization tokens but once its done you can rest assured it works perfectly

What do you dislike?

The only issue we ran into was the initial setup of the integration, Chilidocs reached out and helped us get connected, also we didn't know where to find all of our customization tokens and the team at Chilidocs went above and beyond to give us a hand, great company.

  • Fisher, A.

  • Real Estate
  • 26 to 50 employees

Reply from Meili, R., Chili Digital AGApr 10, 2025
Thank's a lot for your valued feedback. We are still improving ChiliDocs and are happy that already now you like it.

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