Store your Word templates in HubSpot

Upload as many Word templates as you need to the ChiliDocs folder in your HubSpot File Manager. Organize them in subfolders, for example per deal pipeline. Generated documents are saved to the same File Manager, so nothing leaves your HubSpot account.

Generate documents from standard and custom objects

Generate documents from contacts, companies, deals, tickets and custom objects, and pull in associated records, line items and owner details. Deal amounts are formatted in the currencies configured in your account.

Organize your data with association labels

When a deal has several companies or contacts attached, use HubSpot association labels such as "Billing contact" or "Partner" in your template to pick exactly the record you need.

Simple placeholders in square brackets

Preparing a template takes minutes. Put the property in square brackets where the value should appear, for example [company.name] or [deal.amount]. Tables, images, filters and formatting use the same syntax.

Generate documents automatically in workflows

Add ChiliDocs actions to any workflow. Attach the generated Word or PDF document to the record, or store a download link in a property of your choice and use it in a HubSpot email.

Attach generated documents to your records

Save the generated document as a note on the contact, company, deal, ticket or custom object record with one click, so the whole team can find it on the timeline.