DocsHub
Document management, Project and Deal Workspaces for HubSpot
Built by - Resonate
Installs - 30+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
DocsHub Subscription - Free or Pro plans
Overview
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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
Document Management System in HubSpot
Store, organize, and manage all business documents as HubSpot objects with full CRM integration
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 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
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Reviews
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Pricing
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: 01/30/2026
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