DocsHub
Create and edit your documents without leaving HubSpot. All your…
Built by - Resonate
Installs - 20+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
DocsHub Subscription - Free or Pro plans
Overview
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Transform how your team works with documents, whiteboards and HubSpot data. DocsHub is a modern document editor that brings your CRM to life: embed live contacts, companies, and deals directly in your documents, all without leaving HubSpot, and leverage AI assistance to work smarter. Create proposals, meeting notes, project plans, and reports that automatically stay in sync with your HubSpot data.
Built for teams that need more than static documents, DocsHub combines rich text editing, tables, and whiteboards with deep HubSpot integration. Whether you're drafting client proposals with live deal data, building sales playbooks with dynamic contact information, or creating OrgCharts, DocsHub keeps your documents connected to your CRM.
Key Benefits:
Live CRM Data - Embed HubSpot records that update automatically
AI-Powered - It is like Cursor for your Business Docs. Choose from GPT-5, Claude 4, Gemini 2.5, or Grok-4 and create/edit documents, find answers based on your documents and HubSpot data
Seamless Export - Convert documents to HubSpot notes or HubSpot blog posts
Field Variables - Insert dynamic CRM fields like {{contact.email}}
HubSpot UI Extension - work with your documents, whiteboards and tables right from CRM records
Features
Create and edit documents without leaving HubSpot
Add DocsHub UI Card to your HubSpot records and create/edit documents without leaving HubSpot.
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
Export Documents as Notes & Blog Posts
Convert DocsHub documents to HubSpot notes associated with CRM records, or publish directly to your HubSpot blog. Maintain formatting, preserve record associations, and keep your CRM in sync with your documentation
Create Whiteboards with CRM records
Create Whiteboards: OrgCharts, Custom Pipelines, MindMaps or any other custom whiteboards. Brainstorm your ideas, organize your CRM data in a structured way and more.
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: 08/25/2025
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