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