Use as much Word template as you need

You can prepare and store as many Word templates as you need. To keep everything organized, you can store the templates according to deal pipelines.

Include all standard objects

Deals, companies, contacts, tickets, custom objects - all objects that are linked to an other object can be used in your templates.

Organize your data with labels

Your business is a little more complex, so you need to be able to display different companies, people or deal attributes on your document. No problem, you can organize your data in HubSpot with labels and output them in your Word template.

Single square brackets as control characters

Preparing the Word document is very simple. Put the data field in square brackets at the point where data is to be pulled from HubSpot, for example [company.name].

Create and send documents in Workflows

Automatically generate PDF or MS Word documents with a workflow. Trigger the process, generate a document, save it in the timeline, and send it by email.