Generate PDF and DOCX documents with DocuGen
Built by - DocuGen, Inc.
Installs - 30+ installs
Rating 5
(1)
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Generate PDF and DOCX documents with DocuGen Subscription - HubSpot Launch Edition, Performance, or Custom plans
Overview
1/6 - Introducing DocuGen for HubSpot
🔵 400 free documents a month 🔵 Unlimited users 🔵 No watermarks on the free plan
monday.com's #1 document generation app, used by 40,000+ accounts generating millions of documents, is finally on HubSpot.
🔴 Free for a limited time: the HubSpot Launch Edition
For a limited time it includes:
✔️ 400 documents a month, at $0
✔️ Unlimited users
✔️ Client-ready documents, no watermark, customised to your liking
🔵 What teams generate with DocuGen
📄 Proposals
📄 Quotes
📄 Invoices
📄 NDAs
📄 Receipts
📄 Agreements
All as Word (DOCX) or PDF, from your own templates or our template gallery.
🔵 Personalise documents with your HubSpot data
Automatically pull information from your HubSpot records into your documents:
✔️ Contacts
✔️ Companies
✔️ Deals
✔️ Orders
✔️ Tickets
✔️ Carts
✔️ Finished files save to the deal's attachments
✔️ Generate more than one document in a click, for example a proposal and a subscription contract
🔵 Bring your own templates
✔️ Upload your own Word template and add your merge fields
✔️ Or start from a sample template in the template gallery
✔️ Customise free-plan documents to your liking, with no watermark
🔵 Support from the team
✔️ Live chat and email support on every plan
⭐ What users say
⭐⭐⭐⭐⭐ Rated 4.8/5 on G2 across 62 reviews.
"You create the template, add the placeholders and you're ready to use!"
"Great product, even greater support"
"…it's really easy to create your own template in Word and create a personalized doc in one click"
"Their customer service is always quick to help, implementation is very easy, our entire company depends on these templates"
Features
400 documents for free
400 documents a month on the free plan, with unlimited users. Generate proposals, quotes, invoices, and NDAs from HubSpot before you pay anything.
Add unlimited users
Pay for documents, not logins. Add your whole team to DocuGen and the bill stays the same, on the free plan and on every paid plan.
Generate documents without ever leaving HubSpot
Create Word and PDF documents directly from HubSpot deals. Auto-populate contact, company, and line item data, and save finished files to the deal's attachments.
Client-ready, no watermark
All documents generated have no watermark and can be customized to match your brand. Send them straight to a client without paying for an upgrade first.
Generate several documents in one click
Set up a recipe with more than one template and generate the whole set at once. For example, a proposal and a subscription contract from a single click.
App Functionality
Shared Data
Deals | ||
Users | ||
Companies | ||
Contacts |
Reviews
- May 17, 2026
Helpful for custom client docs with deal info!
I like to send clients customized documents and I have needs for formatted docs for meetings and presentations- this makes customizing them super easy using their personalization tokens and custom fields I made for this purpose. Def saves a step!
Can create custom HubSpot reports (without Pro) and make nice printables for each deal or contact with a click and it's already in their account
C, J.
Pricing
HubSpot Launch Edition
$0
Totally free for up to 400 documents per month
Chat and email support
Unlimited cards
Unlimited templates
Unlimited users
400 documents per month
HubSpot Launch Edition
$0
Totally free for up to 400 documents per month
Chat and email support
Unlimited cards
Unlimited templates
Unlimited users
400 documents per 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: 08/24/2026
More info
Built by - DocuGen, Inc.
Installs - 30+ installs
Categories Languages this app is available in English - Australia ,English - Canada ,English - Ireland ,English - New Zealand ,English - United Kingdom , andEnglish - United States
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