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Every document your customers send, generated inside HubSpot

Your customers send the quote from HubSpot Quotes. DocuGen continues from there, generating the NDA, the proposal and the service report from the same HubSpot records, in their own Word design. Each document can go out for e-signature from the record.

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

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 your customer needs it. They can add a welcome pack at signing, a renewal letter a year later or any other document their team sends.

  1. First call NDA Signed before pricing or plans are shared DocuGen
  2. Pitch Proposal The problem, the 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 the customer's own formulas DocuGen
  6. After the sale Service report Generated from the support ticket DocuGen

What DocuGen adds to HubSpot Quotes

Each one starts from the deal, the records and the quote your customer has in HubSpot.

Send any document, at any stage

An NDA before the first call, a contract at close, a service report a year after the sale, generated from HubSpot data and sent with or without e-signature. Send any document, at any stage, in a design you control.

HubSpot Quotes

Pricing for the buyer to accept once it's agreed, with supporting files attached.

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 customer's Word file, or our editor
Line items
Up to seven columns
As many columns as your customer'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
See the Marketplace listing

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

When to bring DocuGen in

We need NDAs and offer letters, as well as quotes.

Any document from the customer'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. DocuGen adds e-signature on the NDA, the contract and any other document, with signature fields wherever each one needs them, sent from the same HubSpot record.

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 customer's Word template, priced from the deal's line items and sent with the HubSpot quote.

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 customer'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.

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 customer's 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. The buyer gets a DocuGen Sign email and signs on the document itself.

DocuGen is on the HubSpot Marketplace

Send questions about a customer's documents to the DocuGen team.

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