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DocsHub

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App

DocsHub

Document management, Project and Deal Workspaces for HubSpot
Built by
Resonate
Installs
30+ installs
Sign in to installRequires DocsHub subscription
Leading

Leading

Leading partners have a demonstrated record of delivering customer value in close partnership with HubSpot.Learn more

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
DocsHub Subscription
Free or Pro plans

Overview

DocsHub transforms how teams work in HubSpot: create Workspaces for every Deal and Project, manage documents as CRM objects, and keep sales, marketing, legal, and compliance aligned - all without leaving HubSpot.


DocsHub's Document Editor combines rich document editing with deep HubSpot integration: open and edit documents without leaving HubSpot. Use HubSpot Pipelines to track document statuses and Workflows to automatically created documents and send notifications.

Features

DocsHub Document management

Document Management System in HubSpot

Store, organize, and manage all business documents as HubSpot objects with full CRM integration

HubSpot Data

Embed Live CRM Records in Documents

Search and embed contacts, companies, deals, tickets, or custom objects directly in your documents. CRM data displays with full property details and updates automatically when you reload the document. Click any embedded record to view it directly in HubSpot

project and deal workspaces

Project Workspaces and Deal Sales Rooms

For every HubSpot Project, create a dedicated Workspace to organize documents, links, files, and tasks in folders and subfolders. Organize all deal assets, contracts, and collateral in dedicated Deal Workspaces with folder organization

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Document

Contacts

Contacts

Document

Companies

Companies

Document

Product Properties

Product Properties

Documents

Custom Objects

Custom Objects

Document

Tickets

Tickets

Document

Deal Properties

Deal Properties

Document

Contact Properties

Contact Properties

Document

Line Items

Line Items

Document

Deals

Deals

Users

Users

Users

Users

Owners

Owners

Document

Contact Lists

Contact Lists

Document

Email Activities

Email Activities

Documents

Company Properties

Company Properties

Document

Timeline

Timeline

Document

CMS Blog Post

CMS Blog Post

Document

Docshub documents

App object

Docshub documents

App object

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This app requires one of the following DocsHub subscription plans.

Free

$0

Up to 100 documents, 1 user

Free

$0

Up to 100 documents, 1 user

* 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: 02/02/2026

More info

Built by
Resonate
Installs
30+ installs
Categories
Languages this app is available in
English

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