Complete Control Over Your Documents in HubSpot

Create data-driven templates inside Microsoft Office that automatically pull HubSpot fields, images, tables and apply formatting for every record.

• Build templates using Word, PowerPoint, and Excel add-ins.
• Control data formatting, tables, and native Word styles in one place.
• Preview and publish in seconds for instant use across records

Control how HubSpot data flows into your documents. Access standard and custom objects, use Office actions to insert dynamic content, and define records, collections, and recipients.

• Fetch data from all HubSpot objects and related records.
• Insert fields, tables, images, and logic using Office actions
• Configure single records, collections, and recipients for e-sign workflows

Manage all your templates from one place. Track versions, ownership, and usage while keeping full control over edits and access.

• View templates by object, creator, and version
• Access version history, download, or delete templates
• Maintain consistency and governance across all documents

Generate documents instantly from HubSpot records using your pre-created templates. Create PDFs, Word, PowerPoint, or Excel files that automatically pull live CRM data.

• Access templates directly from HubSpot records
• Generate documents in seconds with real-time data merge
• Reduce manual document creation by 70%+ and eliminate copy-paste errors

Streamline approvals and close deals faster with CloudFiles’ native DocuSign integration inside HubSpot.

• Send and sign instantly using integrated DocuSign.
• Cut closure time by 50% through automated signature routing.
• Ensure complete security and compliance.