
Doc2
Built by - Doc2 Limited
Installs - 30+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Doc2 Subscription - Premium, Professional, or Enterprise plans
Overview

1/1 - Doc2 HubSpot integration
Doc2 turns the data already in HubSpot into finished, signed documents, without the copy-and-paste.
Every proposal, engagement letter, contract or onboarding form your team sends starts with details HubSpot already holds. Rekeying them is slow, and in regulated work a wrong name or address is a compliance problem, not a typo.
Doc2 connects your templates to HubSpot contacts, companies and deals. Pick a record, choose a template, and the document is pre-filled from HubSpot's fields, including your custom properties. Send it for eSignature in the same flow. When it is signed, the PDF lands back on the contact and company as a note, with the send and completion logged on their timelines, so the record is the audit trail.
Built for professional services, financial services and other regulated and semi-regulated firms that need documents right first time, with evidence of what was sent, to whom, and when.
Features

Create documents pre-filled from contacts, companies and deals
Open a contact, company or deal in HubSpot, choose a Doc2 template, and the document is created with the record's details already in place: names, addresses, deal values and your custom properties. No rekeying, and no copy-and-paste errors in client-facing paperwork. Edit what you need, then send, all from the one record.

eSign documents and file the signed PDF back on the record
Send the finished document for eSignature from Doc2 and track every signatory. When everyone has signed, the PDF is attached to the HubSpot contact and company as a note, and the send and completion are recorded on their timelines. Your team sees the status in HubSpot, and the record holds the evidence of what was agreed, by whom, and when.
App Functionality
Shared Data
![]() Documents | ||
![]() Documents | ||
![]() Documents | ||
![]() Template Fields | ||
![]() Template Fields | ||
![]() Template Fields | ||
![]() Template Fields | ||
![]() eSigned Documents |
Reviews
Pricing
Premium
£119
/monthPremium
£119
/month* 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: 11/04/2026
More info
Built by - Doc2 Limited
Installs - 30+ installs
Categories Languages this app is available in English
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