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DocsHub: Document management and automation for HubSpot

Document Management: Manage contracts, invoices, certificates, project documents, deal reviews, campaign reports, and more - with pipelines, workflows, reports, and permissions.

Document Automation: Generate PDFs from templates, embed live CRM data, share documents, and create fillable forms - all inside HubSpot.

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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

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. Trigger workflows, build reports, and manage documents the same way you manage deals.

Document Editor

Create and edit documents without leaving HubSpot. Use 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. Automatically generate PDF contracts, invoices, certificates, reports, and more 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 dynamically insert them into document content. Track contracts, invoices, certificates, project documents, deal and pipeline reviews, campaign reports, and more 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

Create, generate, and embed CRM data in documents

Create and edit documents 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. Generate PDF documents automatically with dynamic data.

Sharing & Fillable Documents

Share documents and collect data from customers

Share documents with your team or external contacts directly from HubSpot. Create fillable documents that customers can complete - responses are stored as CRM properties for seamless data collection. Control access, track engagement, and keep every document connected to the CRM.

DocsHub document sharing and fillable documents for HubSpot
FAQ

Frequently asked questions

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.
Book a demo

Book a demo

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

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

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