DocsHub
Create and edit your documents without leaving HubSpot. All your…
Byggd av - Resonate
Installationer - 20+ installationer
Krav
HubSpot-plan Behörigheter för HubSpot-konto - Visa de obligatoriska kontobehörigheterna
DocsHub prenumeration - Free eller Pro planer
Översikt
1/6
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
Egenskaper
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.
Appfunktionalitet
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Recensioner
Bli först med att ge ett kundomdöme
Prissättning
Free
0 US$
Up to 100 documents, 1 user
Free
0 US$
Up to 100 documents, 1 user
*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-08-25
Nykomlingar
