Generate revenue from implementation and configuration services
Template design, placeholder setup and signing flows are work you scope and bill on the client's HubSpot project.
Template design, placeholder setup and signing flows are work you scope and bill on the client's HubSpot project.
The client's NDAs, proposals and service reports sit in the HubSpot project you already sell.
A DocuGen specialist joins your client calls, and partner requests are handled before the general queue.
Every feature is available on your agency's own HubSpot account, with unlimited users, at no cost to you.
Each one is generated from the client's HubSpot records and saved back to them, so nothing leaves the account.
An NDA before the first call, a contract at close, a service report a year after the sale, generated from any HubSpot record, with or without e-signature. 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.
A proposal in the client's own design, priced from the same line items as the quote. Your client generates it from the deal, attaches it to the HubSpot quote and sends the two together.
Priced line items, terms and an expiry date, ready for the buyer to sign.
The client's Word templates, uploaded as they are or designed in our editor.
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.
Your client gives finance an Excel report the moment a deal closes, built from their own spreadsheet template. The values come from the HubSpot record and their formulas calculate the rest, so nobody copies numbers into a spreadsheet again.
Feature not available.
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 your client needs it. They can add a welcome pack at signing, a renewal letter a year later or any other document their team sends.
| 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 |
The client's Word file, or our editor |
| Line items | Up to seven columns |
As many columns as your client's 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 |
| Book a call | ||
HubSpot Quotes details from HubSpot's help articles, checked 9 Oct 2026.
Upload the Word or Excel file your client's team sends today, or start from a template in our gallery. Then add a logo, images and tables in our editor, so every document comes out the way they 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 client's 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. The buyer gets a DocuGen Sign email and signs on the document itself.
We need NDAs and offer letters, as well as quotes.
Any document from the client's own Word template, on any HubSpot record.
It has to look like our brand.
Their own Word file, with headers, footers and images where they put them.
The buyer needs to sign more than the quote.
HubSpot Quotes collects the signature in the quote's Acceptance section. For the NDA, the contract and any other document, DocuGen sends e-signature from the same HubSpot record, with signature fields wherever the document needs them.
Our support team sends documents too.
Documents generated from tickets, populated with the ticket's data.
Finance wants a spreadsheet.
Excel files from an Excel template, populated from HubSpot.
The buyer needs convincing before they see the quote.
A proposal from the client's Word template, priced from the deal's line items and sent with the HubSpot quote.
Book a call with the DocuGen team, and we'll look at your client's documents with you.