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DocsHub: Document management and workspaces for HubSpot

Document Management: DocsHub turns documents into manageable HubSpot objects - with pipelines, workflows, reports, and permissions.

Workspaces: Organize every Deal, Project, and Company in a dedicated Workspace with Task Lists, files, and docs.

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Document management for HubSpot -DocsHub document pipelines and editor for managing HubSpot documents
DocsHub document editor with live HubSpot CRM properties inside a contract
Built for HubSpot teams

Manage docs, track tasks, and organize work - without leaving HubSpot

Document Pipelines

Track contracts, proposals, and reviews through pipeline stages. Trigger workflows, build reports, and manage documents the same way you manage deals.

Document Editor

Create and edit text documents without leaving HubSpot. Embed live CRM data, use AI assistance, and work with a Notion-style editor built for business docs.

Tables

Build trackers, checklists, and scorecards with customizable columns and statuses. Use tables for onboarding, pipeline reviews, and structured tracking.

Workspaces

Create a dedicated Workspace for every Deal, Project, or Company. Organize files, attachments, docs, and HubSpot tasks in one place per record.

Live CRM Data

Embed contact, company, deal, and custom object properties inside docs, tables, and whiteboards. Content stays current as CRM data changes.

Smart Templates

Build reusable templates with placeholders and live CRM fields. Generate new proposals, contracts, and reviews in seconds with a consistent structure.

Document Management

Manage documents the way you manage deals

DocsHub turns every document into a HubSpot object with custom properties - add fields like contract value, renewal date, or approval status, and dynamically insert them into document content. Track contracts, proposals, and reviews through document pipelines. Automate next steps with workflows, measure progress with reports, and control access with user permissions.

DocsHub document pipelines for managing HubSpot documents with board view and pipeline stages
Document Editor

Notion-style document editing inside HubSpot

Create and edit text documents, whiteboards, and tables without leaving HubSpot. Embed live CRM data - contact, company, deal, and custom object properties - directly into your content. Build from smart templates with placeholders that auto-fill from the CRM. No external tools, no context-switching.

Workspaces

A dedicated Workspace for every Deal, Project, and Company

Create Workspaces to organize deal documents, files, and attachments per HubSpot record. Group HubSpot tasks into Task Lists and Task Groups. Add tags and attachments to tasks for better context. One Workspace per record - contracts, proposals, meeting notes, and task lists all in one place.

DocsHub Workspaces for organizing deal documents and files in HubSpot
DocsHub Task Lists and Task Groups inside a HubSpot Workspace
FAQ

Frequently asked questions

What does DocsHub do?+
DocsHub adds document management and workspaces to HubSpot. Every document becomes a CRM object with its own custom properties, pipeline stage, associations, and permissions. You can track contracts, proposals, and reviews the same way you track deals - with pipelines, workflows, and reports.
Can I create and edit documents inside HubSpot?+
Yes. DocsHub has a built-in Notion-style editor for text documents, whiteboards, and tables. You can embed live CRM properties - from contacts, companies, deals, or custom objects - directly into your content. When CRM data changes, the embedded values update automatically.
What are Workspaces?+
A Workspace is a dedicated space for a Deal, Project, or Company record. It keeps all related documents, files, attachments, and tasks in one place. You can organize HubSpot tasks into Task Lists and Task Groups, add tags and attachments, and see everything connected to that record without switching between tools.
Can I automate document creation?+
Yes. Build smart templates with placeholders that auto-fill from CRM data. Generate contracts, proposals, or reviews in seconds with a consistent structure. Combine templates with document pipelines and HubSpot workflows to automate the entire process - from creation to approval.
What are document custom properties?+
Just like deals and contacts have custom properties in HubSpot, DocsHub documents have them too. Add fields like contract value, renewal date, or approval status to any document. These properties can be used in pipeline views, reports, workflows, and dynamically inserted into document content.
Book a demo

Book a demo

Start your free trial and set up your first document pipeline and Workspace in minutes. Every contract, proposal, and review stays connected to the CRM.

  • 14-day free trial
  • No credit card required
  • Full HubSpot CRM integration

Start free trial

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