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DocuGen and HubSpot Quotes: how they compare, and how they work together

Generate NDAs, proposals and service reports from any HubSpot record, in your own design, and send them alongside your HubSpot quotes.

No credit card, and no need to create an account.

CRMSalesMarketingReportingACAcme Corp: annual licenceQualifiedAmount$20,200Close date30 Oct 2026Deal ownerJosh SmithPipelineSales pipelineAssociationsECEmma Clarkeemma.clarke@acmecorp.comACAcme Corpacmecorp.com · Oakland, CADocuGenTemplateDOCNDAFormatPDFWordExcelPreview documentGenerate documentSaves to this deal's attachmentsNDANDA - Acme CorpEdit templateSend for signatureMutual Non-Disclosure AgreementBetweenUniversal ContainersAndAcme CorpAddress1200 Harbor Boulevard, OaklandEffective date30 Oct 20261. Confidential information. Each party keeps the other party'sconfidential information private and uses it only to assess thebusiness relationship between the parties.2. Term. This agreement lasts two years from the effective date.Signed forAcme CorpEmma ClarkeNDAEditorPreviewSave and back to previewNormalCarlito11BIUSA123UUNIVERSALCONTAINERSMutual Non-Disclosure AgreementBetweenUniversal ContainersAnd{{ deal.company.name }}Address{{ deal.company.address }}Effective date{{ deal.closedate }}1. Confidential information. Each party keeps the other party'sconfidential information private and uses it only to assess thebusiness relationship between the parties.2. Term. This agreement lasts two years from the effective date.Signed for{{ deal.company.name }}{{ deal.contact.firstname }}PlaceholdersSearch placeholders...DEALAmountClose DateDeal nameCOMPANIESCONTACTLINE ITEMSSignatureNo signers yet+ Add signerSIGNERS · 1Emma ClarkeSignature*Signature · Emma ClarkeNDA - Acme CorpEdit templateSend for signatureUUNIVERSALCONTAINERSMutual Non-Disclosure AgreementBetweenUniversal ContainersAndAcme CorpAddress1200 Harbor Boulevard, OaklandEffective date30 Oct 20261. Confidential information. Each party keeps the other party'sconfidential information private and uses it only to assess thebusiness relationship between the parties.2. Term. This agreement lasts two years from the effective date.Signed forAcme CorpEmma ClarkeSignature · Emma Clarke

Why HubSpot teams add DocuGen

DocuGen works alongside HubSpot Quotes, from the same HubSpot records.

Send any document, at any stage, from any record

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.

HubSpot Quotes

Quotes for the buyer to accept once pricing is agreed, created from a deal.

How DocuGen and HubSpot work together

From the first call to the service report, every document in this deal is sent from HubSpot. HubSpot Quotes sends the quote and takes payment, and DocuGen generates the rest at whatever stage you need it. Add a welcome pack at signing, a renewal letter a year later or any other document your team sends.

  1. First call NDA Signed before you share pricing or plans DocuGen
  2. Pitch Proposal The problem, your approach and the scope, priced from the deal DocuGen
  3. Pricing agreed Quote Sent with the proposal attached HubSpot Quotes
  4. Buyer accepts Payment Collected on the quote HubSpot Quotes
  5. Closed won Excel report For finance, calculated by your own formulas DocuGen
  6. After the sale Service report Generated from the support ticket DocuGen

HubSpot Quotes and DocuGen in detail

HubSpot Quotes DocuGen
What you can send
Documents
Quotes
Any document, from proposals to service reports
When you send
Once pricing is agreed
At any stage of the deal
Records
Deals
Deals, companies, contacts, tickets, orders, carts and invoices
How it looks
Template
Built from HubSpot's modules
Your Word file, or our editor
Line items
Up to seven columns
As many columns as your template needs
File formats
Web page and PDF
PDF, Word and Excel
Signing
E-signature
On the quote
On any document
Signature placement
In the Acceptance section
Anywhere on the page
Add to HubSpot for free

HubSpot Quotes details from HubSpot's help articles, checked 9 Oct 2026.

From template to signature, without leaving HubSpot

Mutual non-disclosureagreementLegalPROPOSALProposalSalesMy CompanyINVOICEInvoiceFinanceUNIVERSAL CONTAINERSSales receiptFinancePartner NDAUploadedTemplateStart from a deal templatePlaceholders fill in from the deal when you generate a document.AllLegalSalesFinanceUpload a templateDrag a .docx or .xlsx anywhere,or click to browse. Up to 5 MB.Start from scratchBlank documentBlank spreadsheetNDAEditorPreviewSave and back to previewNormalCarlito11BIUSA123UUNIVERSALCONTAINERSMutual Non-Disclosure AgreementBetweenUniversal ContainersAnd{{ deal.company.name }}Address{{ deal.company.address }}Effective date{{ deal.closedate }}1. Confidential information. Each party keeps the other party'sconfidential information private and uses it only to assess thebusiness relationship between the parties.2. Term. This agreement lasts two years from the effective date.Signed for{{ deal.company.name }}{{ deal.contact.firstname }}PlaceholdersSearch placeholders...DEALAmountClose DateDeal nameCOMPANIESCONTACTLINE ITEMSSignatureNo signers yet+ Add signerWPartner NDA.docx

Design it your way

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.

MR

"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, G2
NDAEditorPreviewSave and back to previewNormalCarlito11BIUSA123Mutual Non-Disclosure AgreementBetweenUniversal ContainersAnd{{ deal.company.name }}Address{{ deal.company.address }}Effective date{{ deal.closedate }}1. Confidential information. Each party keeps the other party'sconfidential information private and uses it only to assess thebusiness relationship between the parties.2. Term. This agreement lasts two years from the effective date.Signed for{{ deal.company.name }}{{ deal.contact.firstname }}PlaceholdersSearch placeholders...SignatureNo signers yet+ Add signerDEALAmountClose DateDeal nameCOMPANIESCONTACTLINE ITEMSDEALCOMPANIESCompany nameAddressCityCONTACTLINE ITEMSDEALCOMPANIESCONTACTFirst nameLast nameEmailLINE ITEMS

Populate it from any HubSpot record

Click 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.

CRMSalesServiceMarketingContacts1,284 recordsCreate contactAll contactsMy contactsUnassigned contactsNAMEEMAILCOMPANYLEAD STATUSDPDaniel Pricedaniel.price@globex.comGlobexOpenECEmma Clarkeemma.clarke@acmecorp.comAcme CorpIn progressOBOlivia Bennettolivia.bennett@initech.comInitechNewJWJames Walkerjames.walker@umbrella.coUmbrellaConnectedLHLucy Harperlucy.harper@northwind.comNorthwindNewTRTom Reidtom.reid@hooli.comHooliOpenSMSarah Millssarah.mills@vandelay.comVandelayAttempted to contactCRMSalesServiceMarketing‹ ContactsECEmma ClarkeHead of Operations at Acme Corpemma.clarke@acmecorp.comAbout this contactEmailemma.clarke@acmecorp.comPhone number+1 510 555 0142Lifecycle stageCustomerContact ownerJosh SmithOverviewActivitiesRecent activitiesEmail: Onboarding plan2 days agoCall with Emma ClarkeLast weekMeeting: Kick-off2 weeks agoDeals (1)Acme Corp: annual licence$20,200 · QualifiedDocuGenTemplateChoose a templateDOCWelcome letterFormatPDFWordExcelGenerate documentGenerating…Saves to this record's attachmentsAttachments (0)Attachments (1)No attachments yetPDFWelcome letter - Emma Clarke.pdfJust now · Josh SmithMutual NDAProposalService reportWelcome letter

Generate documents anywhere

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.

BD

"…being able to create 'hard-copies' for less tech-friendly staff is awesome."

Bill D. · Digital Project Manager, mid market, G2
NDA - Acme CorpEdit templateSend for signatureMutual Non-Disclosure AgreementBetweenUniversal ContainersAndAcme CorpAddress1200 Harbor Boulevard, OaklandEffective date30 Oct 20261. Confidential information. Each party keeps the other party'sconfidential information private and uses it only to assess thebusiness relationship between the parties.2. Term. This agreement lasts two years from the effective date.Signed forAcme CorpEmma ClarkeSignature · Emma ClarkeGmailSearch mailEComposeInboxStarredSentDrafts1Josh Smith asked you to sign NDA - Acme CorpDDocuGen Signto me10:42DocuGen SignSignature requestJosh Smith asked you to sign a documentFrom Josh Smith · josh.smith@universalcontainers.comPDFNDA - Acme Corp.pdfPDFReview and sign →Please sign before 8 November 2026.Mutual Non-Disclosure AgreementBetweenUniversal ContainersAndAcme CorpAddress1200 Harbor Boulevard, OaklandEffective date30 Oct 20261. Confidential information. Each party keeps the other party'sconfidential information private and uses it only to assess thebusiness relationship between the parties.2. Term. This agreement lasts two years from the effective date.Signed forAcme CorpEmma ClarkeSignature · Emma ClarkeSigned 30 Oct 2026DocuGenSignNDA - Acme CorpFinish

Send it for signature from HubSpot

Send any document for e-signature from the HubSpot record. Your customer gets a DocuGen Sign email and signs on the document itself.

Try us for free, no account needed

HubSpot Launch Edition
$0 a month

Up to 400 documents a month, or up to 80 e-signed, for the whole team.

✓Unlimited users ✓No watermarks ✓Word, PDF and Excel files ✓Your team signs in with their HubSpot login
  1. 1
    Add DocuGen to HubSpot

    Install it free from the HubSpot Marketplace.

  2. 2
    Upload your Word template

    Place HubSpot properties where the values belong, or build the template in our editor.

  3. 3
    Generate from any record

    Open a deal, company, contact or ticket and generate the document, ready to send or sign.

Questions about DocuGen and HubSpot Quotes

How does DocuGen work with HubSpot Quotes?

Send the quote with HubSpot Quotes, and generate every other document with DocuGen, such as proposals, NDAs and service reports. Both work from the same deals, companies and contacts.

Can my documents use the quote's details?

Yes. HubSpot quote properties are available as placeholders in DocuGen, so a proposal can carry the details of the deal's quote.

Can I use the Word templates my team uses today?

Upload your Word document as it is, then place HubSpot properties where the values belong. DocuGen populates the template from the record each time you generate.

Where does the buyer sign?

On the document. You choose where each signature goes and send the document for e-signature from the HubSpot record.

How much does DocuGen cost on HubSpot?

The HubSpot Launch Edition costs $0 a month and includes up to 400 documents, or up to 80 e-signed documents, with unlimited users and no watermarks.

Who on my team can use DocuGen?

Everyone in your HubSpot account, because DocuGen has unlimited users. Your team uses DocuGen with their HubSpot login.

Send your first document from HubSpot today

Install DocuGen free from the HubSpot Marketplace. Every user in your HubSpot account is included.

Add to HubSpot for free
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