DocuGen
Generate Word and PDF documents from HubSpot: quotes, invoices,…
Built by - DocuGen, Inc.
Installs - 20+ installs
Rating 5
(1)
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared DocuGen Subscription - Trailblazer, Performance, or Custom plans
Overview
1/4 - Introducing DocuGen for HubSpot
The #1 document creation and e-signature app on monday.com is now available on the HubSpot Marketplace!
Stay on brand: Generate Word and PDF documents using your own templates or our template gallery.
Save time & avoid errors: Auto-populate your documents with content from HubSpot
Secure: We don't access your Microsoft, Google, or any other accounts
Free support provided by real experts via live chat and email
⭐⭐⭐⭐⭐ Rated 4.8/5 stars on G2 and 4.7/5 stars on monday.com.
3️⃣3️⃣,0️⃣0️⃣0️⃣ Installs and counting
Features
Create Word and PDF documents
👉 Create proposals, invoices, and other sales documents directly from your deals. 👉 Populate your documents with information from your deals, including contact, company, and line item information. 👉 Automatically save documents to your deal's attachments.
Bring your own templates
You don't need to build your document templates from scratch: just upload your own document to our Template editor and add placeholders (merge fields) where they should be populated.
Generate multiple documents with one click
Configure document recipes with multiple templates to generate more than one document at a time. For example, generate a proposal and a subscription contract in one 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
Craft, J.
Pricing
Trailblazer
$0
Totally free for up to 400 documents per month
Chat and email support
Unlimited cards
Unlimited templates
Unlimited users
400 documents per month
Trailblazer
$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: 05/15/2026
More info
Built by - DocuGen, Inc.
Installs - 20+ installs
Categories Languages this app is available in English - Australia ,English - Canada ,English - Ireland ,English - New Zealand ,English - United Kingdom , andEnglish - United States
Getting attention today
