Resonate
HubSpot Diamond Partner
AppDocument management & automation

Documents that live
inside HubSpot.

Manage contracts, invoices, and reviews through pipelines and permissions — then generate PDFs, embed live CRM data, and collect responses with fillable documents. All without leaving HubSpot.

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14-day free trial · No credit card · Full HubSpot CRM integration
docshub · Order Form — Acme CorpAuto-fills from CRM

Order Form

Generated from template · Acme Corp

This Order Form is entered into by company.name and Resonate, effective deal.close_date.

The total contract value is deal.amount billed annually, with a primary contact of contact.first_name contact.last_name.

Customer signature
Date
Built for HubSpot teams

Create, generate, and manage documents — without leaving HubSpot.

Document Pipelines

Track contracts, invoices, certificates, project documents, deal reviews, campaign reports, and more through pipeline stages — the same way you manage deals.

Document Editor

Create and edit documents without leaving HubSpot. A Notion-style editor with AI assistance and rich formatting built for business docs.

Embed CRM Data

Embed contact, company, deal, line item, and custom object properties inside documents. Content stays current as CRM data changes.

Document Generation

Build reusable templates with CRM placeholders. Auto-generate PDF contracts, invoices, certificates, and reports with dynamic data from any HubSpot object.

Document Sharing

Share documents with team members and external contacts. Control access and track document engagement directly from HubSpot.

Fillable Documents

Create fillable documents that customers can complete. Responses are stored as HubSpot CRM properties for seamless data collection.

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 insert them into content. Track everything through pipelines, automate next steps with workflows, and control access with permissions.

  • Custom properties on every document
  • Board and pipeline views like deals
  • Workflows, reports, and user permissions
See document pipelines
Contracts pipeline22 documents
Draft3
MSA — Biglytics
$48,000Review
Proposal — Initech
$12,500Review
Out for signature2
Order Form — Acme Corp
$96,000Awaiting
Signed5
Renewal — Globex
$30,000Signed
SOW — Hooli
$22,000Signed
Archived12
NDA — Umbrella Corp
—Filed
Document editor

Embed live CRM data in any document.

Create and edit without leaving HubSpot. Embed live CRM data — contact, company, deal, line item, and custom object properties — directly into your content. Build from smart templates with placeholders that auto-fill from the CRM, and generate PDFs automatically.

  • Notion-style editor with AI assistance
  • Placeholders auto-fill from any CRM object
  • Values update automatically when data changes
  • One-click PDF generation
Explore the editor
docshub · Order Form — Acme CorpAuto-fills from CRM

Order Form

Generated from template · Acme Corp

This Order Form is entered into by company.name and Resonate, effective deal.close_date.

The total contract value is deal.amount billed annually, with a primary contact of contact.first_name contact.last_name.

Customer signature
Date

Share and collect, all connected to the CRM. Share documents with your team or external contacts, create fillable documents customers can complete, and store every response as a HubSpot CRM property — with access control and engagement tracking on each document.

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FAQ

Frequently asked questions.

What teams ask before turning DocsHub on in their portal.

What does DocsHub do?
DocsHub adds document management and automation to HubSpot. Every document becomes a CRM object with its own custom properties, pipeline stage, associations, and permissions. Create and manage contracts, invoices, certificates, project documents, deal and pipeline reviews, campaign reports, and more. Generate PDFs from templates with live CRM data, share documents, and create fillable forms - all inside HubSpot.
Can I create and edit documents inside HubSpot?
Yes. DocsHub has a built-in Notion-style editor for creating and editing documents. You can embed live CRM properties - from contacts, companies, deals, line items, or custom objects - directly into your content. When CRM data changes, the embedded values update automatically.
Can I automatically generate PDF documents?
Yes. Build smart templates with placeholders that pull data from any CRM object - contacts, companies, deals, line items, and custom objects. Generate PDF documents automatically with a consistent structure. Combine templates with document pipelines and HubSpot workflows to automate the entire process.
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. Automatically create PDF documents with dynamic CRM data. 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.
What are fillable documents?
Fillable documents let you create forms that your customers or team members can complete. The responses are stored directly as HubSpot CRM properties. Use fillable documents for client onboarding, data collection, approvals, and any process where you need structured input that flows back into your CRM.
Related services

Need DocsHub set up around your process?

Our team designs the document pipelines, templates, and permissions that fit how your business actually runs.

Service

Managed RevOps & HubSpot Support

Ongoing ops desk for automation design, reporting, and experiments that keep GTM teams in sync.

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HubSpot Onboarding & Implementation Services

Launch HubSpot fast with data migration, workspace setup, and team training tailored to your funnel.

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Book a demo

Set up your first document pipeline in minutes.

Every contract, proposal, and review stays connected to the CRM. Get a walkthrough or start your free trial today.

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

Start free trial

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