CloudFiles for HubSpot
Explore the top feature-rich products tailored for your HubSpot CRM.
Document Generation Pricing
Create polished, on-brand documents straight from your HubSpot data — no manual formatting required.
Business
Volume discount availableSelf serve plan for teams with standard cases and manual user needs
Enterprise
Volume discount availableFor companies which need advanced automations, dedicated support and custom procurement
| Feature | Business | Enterprise |
|---|---|---|
| Template Builder | ||
| Number of TemplatesBuild as many data-driven templates as you need across Word, PowerPoint, and Excel — no cap. | Unlimited | Unlimited |
| Number of DocumentsThe number of documents you can generate from HubSpot records each month per license. | 100/License/month | Custom |
| Custom Object SupportPull data from standard and custom HubSpot objects and related records into your documents. | Included | Included |
| Multiple DatatypesInsert fields, tables, images, and logic from multiple HubSpot data types into a single document. | Included | Included |
| AutomationsGenerate documents automatically from HubSpot workflows using CloudFiles actions and events. | Not included | Included |
| Automation CreditsUnits that measure CloudFiles workflow actions — one credit is used each time a workflow action runs, drawn from your monthly plan allowance. | None | Custom |
| ApexExtend and customize document generation with custom code. | Not included | Included |
| InternationalizationLocalized formatting and multi-language support for documents used by global teams. | Included | Included |
| ImplementationHands-on implementation support to configure document generation for your team. | Not included | Included |
| Trust PortalSelf-serve access to our security, compliance, and audit documentation. | Not included | Included |
| Account ManagerA dedicated account manager for onboarding and ongoing success. | Not included | Included |
| ProcurementCustom procurement, invoicing, and security-review support. | Not included | Included |
| Invoice BillingPay by invoice with custom billing terms instead of by card. | Not included | Included |
| Org Based PricingFlexible pricing scoped to your whole HubSpot organization. | Not included | Included |
Powerful on their own. Better together.
Document Generation turns HubSpot data into polished, on-brand documents on its own. Pair it with Document Management and Document Sharing and every proposal is stored, tracked, and delivered automatically — all inside the same native platform.
Frequently asked questions
Yes. Document Generation merges HubSpot data — including custom objects and multiple datatypes — into on-brand templates, so proposals, quotes, and contracts are produced automatically with no manual formatting.
The number of templates and documents depends on your plan — Business or Enterprise. Talk to sales and we'll size a plan around your volume, plus automation credits, internationalization, and org-based pricing on Enterprise.
It works on its own, but it's better together: pair it with Document Management to store and organize every generated file automatically, and with Document Sharing to send each document with tracking built in.
Document Generation comes in Business and Enterprise plans. Enterprise adds Apex customization, org-based pricing, invoice billing, a dedicated account manager, and procurement support.
Security and compliance are built into CloudFiles from the ground up: your data is encrypted in transit and at rest, access is governed by granular role-based permissions, and with Mirror Drive your files stay in your own connected cloud storage. Our self-serve Trust Portal has the current details on our security and compliance program.