Generate invoices, quotes, proposals, contracts, order confirmations and certificates from HubSpot — as PDF or Word. Works with contacts, companies, deals, tickets, orders, projects and custom objects.

Say goodbye to the time-consuming and error-prone process of manually creating personalized PDF files. PDF CreateMate is the ultimate tool for generating personalized PDFs quickly and easily, by syncing HubSpot record properties and using them as placeholders in your document templates. With PDF CreateMate, you can automate the entire process and generate personalized PDF files for your HubSpot objects in seconds.

Features:

• Supported Objects: Contact, Company, Deal, Ticket, Order, Project, Custom Objects

• Automated Document Generation: Trigger PDF or DOCX generation from any HubSpot workflow — form submission, deal stage change, property update, or date-based condition. Documents are generated in seconds and saved directly to the HubSpot record.

• Electronic Signatures: Collect legally binding e-signatures directly from HubSpot. Signers click a link — no account needed. Supports single and dual signing, with the signed document saved back to HubSpot automatically.

• Google Drive Integration: Every generated document is synced to a Google Workspace Shared Drive automatically, kept flat or organized into Year / Month folders. No downloads or manual sorting needed.

• Template Builder: Build templates using Word (.docx), HTML, or fillable PDFs. Insert HubSpot properties as placeholders, add conditional blocks, line item tables on deal templates, dynamic images, QR codes, and more.

• Associated Records: Templates for contacts, companies, deals and tickets can read each other's data. Write {{company.name}} or {{contact.email}} in any of them and choose which record to use: the primary company, the newest record, or the one with an association label. No HubSpot sync properties needed.

• Conditional Content Blocks: Show or hide document sections based on any HubSpot property value. Use if / else logic to tailor content by deal stage, region, customer type, and more — automatically.

Benefits:

• Save Time and Eliminate Errors: Automate the entire document creation process — no more manual copy-pasting of CRM data into templates.

• Keep Everything in HubSpot: Generated documents are saved back to the record automatically. Your team never needs to leave HubSpot.

• Professional Documents at Scale: Generate branded, personalized documents for every contact, company, deal, ticket, order or project — in seconds, not hours.

How to Use:

• Install PDF CreateMate from the HubSpot App Marketplace.

• Register your account and connect your HubSpot portal.

• Build your document template by adding your company branding and inserting HubSpot property placeholders.

• Optional: Generate documents automatically with the PDF CreateMate workflow action.

• PDF CreateMate generates the document automatically when the workflow triggers, and saves it back to the HubSpot record.

Conclusion:

PDF CreateMate is the complete document automation solution for HubSpot — from generation to signature to storage. Stop creating documents manually and start automating. Install PDF CreateMate today and generate your first personalized document in minutes.