Any document, from any record
Proposals, contracts, NDAs, invoices and service reports, generated from deals, companies, contacts, tickets, orders, carts and invoices.
Proposals, contracts, NDAs, invoices and service reports, generated from deals, companies, contacts, tickets, orders, carts and invoices.
Upload the Word template your team sends today, or build one in our template editor inside HubSpot.
Send a document for e-signature from the HubSpot record, with signatures wherever the document needs them.
Every user in your HubSpot account has access as soon as DocuGen is installed.
Generate up to 400 client-ready documents a month on our free plan, with unlimited previews and edits.
Your team uses DocuGen with their HubSpot login, so there's one account to manage.
Install from the HubSpot marketplace and add the DocuGen card to your record page.
Upload the Word document your team sends today, as it is, or build one in our template editor.
Place property tokens where the values belong. DocuGen populates them from every record after that.
Anyone on your team can preview and generate documents with HubSpot data, then send them for e-signature.
If it is a field on the deal, you can put it in the template.
Send an NDA before the first call, a contract at close and a service report a year after the sale. DocuGen generates any document from deals, companies, contacts, tickets, orders, carts and invoices. Send any document, at any stage, in a design you control.
Quotes for the buyer to accept once pricing is agreed, created from a deal.
Create a proposal with the problem, your approach and the scope, priced from the same line items as the quote. Generate it from the deal, attach it to the HubSpot quote and send the two together.
Priced line items, terms and an expiry date, ready for the buyer to sign.
Upload the Word template your team sends today, or design one in our editor. Anything you can design in Word, DocuGen generates.
Quote templates built from HubSpot's modules.
E-signature on any document, with signature fields wherever you place them.
E-signature on the quote, in its Acceptance section.
Give finance an Excel report the moment a deal closes, built from your own spreadsheet template. The values come from the HubSpot record and your formulas calculate the rest, so nobody copies numbers into a spreadsheet again.
Feature not available.
For a team of 5 generating 200 documents a month
"Once you figure out how the placeholders are generated, it's really easy to create your own template in Word and create a personalized doc in one click. And if you have any issues, the support team is really friendly and super responsive."
"So I am just starting with using DocuGen, but being able to create "hard-copies" for less tech-friendly staff is awesome. I loved the fact that the staff was super-responsive to my questions, honest about their limitations, and assisted with getting alternative methods to get what I was looking for."
Reviews collected by and hosted on G2.com.
Upload the Word or Excel file your team sends today, or start from a template in our gallery. Then add your logo, images and tables in our editor, so every document comes out the way you designed it.
"Once you figure out how the placeholders are generated, it's really easy to create your own template in Word and create a personalized doc in one click."
Verified User in Market Research · Small business, G2Click where a value belongs and pick the property from the deal, its companies or its contacts. Line items repeat for every product on the record, and the same template works on deals, companies, contacts, tickets, orders, carts and invoices.
Open any record in HubSpot, choose a template on the DocuGen card and click Generate document. The file saves to the record's attachments, and everyone on your team can generate documents with their HubSpot login.
"…being able to create 'hard-copies' for less tech-friendly staff is awesome."
Bill D. · Digital Project Manager, mid market, G2Send any document for e-signature from the HubSpot record. Your customer gets a DocuGen Sign email and signs on the document itself.
Up to 400 documents a month, or up to 80 e-signed, with no card or account required.
Every user in your HubSpot account is included, on every plan.
DocuGen is a HubSpot Marketplace app that generates Word, PDF and Excel documents from HubSpot deals, companies, contacts, orders, tickets, carts and invoices, with e-signature.
The HubSpot Launch Edition costs $0 a month and includes up to 400 documents per account, or up to 80 e-signed documents, with unlimited users and no watermarks.
Yes. Upload the Word document your team sends today and place HubSpot properties where the values belong, or build a template in DocuGen's editor inside HubSpot.
Every generated document can go out for e-signature from the HubSpot record, with signatures wherever the document needs them.
Everyone in your HubSpot account, because DocuGen has unlimited users. Your team uses DocuGen with their HubSpot login.
Finished files save to the attachments of the deal, company or contact they were generated from.
