Create templates with dynamic variables from your contacts, deals and companies. Generate professional PDFs with one click — from the CRM card or your Workflows.
No complex setup. Connect your portal, design a template and generate documents from any record.
OAuth authentication in 30 seconds. We only request the necessary permissions to read properties and upload files to your portal.
Visual drag & drop editor. Insert {{ deal.amount }} anywhere — variables are automatically replaced when generating.
From the record CRM card or from a Workflow. The PDF is saved in HubSpot Files and linked to the contact or deal.
A4 canvas with text blocks, images, tables, columns and free HTML. No coding required.
All properties from contacts, deals and companies. {{ contact.email }} is replaced in real time when generating the PDF.
"Generate PDF" button in the side panel of contacts, deals and companies. Without leaving HubSpot.
Generate PDFs automatically when a deal changes stage, a form is completed or any HubSpot trigger.
The PDF is automatically uploaded and linked to the record. Accessible from the contact's activity history.
Describe what you need and the AI generates the HTML component. Edit any block with natural language.
You don't need to set up anything extra. Connect your HubSpot and start creating templates in minutes.
Start free. Scale when you need to. No annual contracts or hidden costs.
Explore the platform.
For small teams with consistent volume.
For growing teams with high volume.
For large teams or specific needs.
"Before we sent proposals in Word and it took 20 minutes per client. Now the PDF is generated with one click from the deal in HubSpot. Incredible."
"We integrated it with Workflows. When a deal reaches 'Proposal sent', the PDF is generated automatically. We no longer depend on the design team."
"The AI editor is what we liked most. We described the contract design and it generated the HTML block instantly. Super useful."
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Connect your HubSpot in 30 seconds. No credit card. Your first Pro month is free.