Erstelle in wenigen Minuten personalisierte Dokumente aus Word-Vorlagen für HubSpot-Kontakte, Unternehmen, Deals, Tickets und benutzerdefinierte Objekte.
Dokumente verarbeitet
Zum Verarbeiten 100 Dokumente
Installationen
Beginnen Sie damit, HubSpot-Objekteigenschaften zu Ihrem Dokument hinzuzufügen. Laden Sie dann Ihre Word-Vorlage in PDF CreateMate hoch. Egal, ob Sie in Google Docs oder Microsoft Word arbeiten, wir vereinfachen den Prozess und verwandeln Ihr Dokument mühelos in ein benutzerdefiniertes Dokument.
Jetzt Unterstützung für Standard- und benutzerdefinierte Objekte: Kontakt, Unternehmen, Deal, Ticket und benutzerdefinierte Objekte.
Schaue dir an, wie es funktioniert!Automatisiere deinen Prozess mit PDF CreateMate. Verwende Workflows, um Dokumente für HubSpot-Objekte automatisch zu generieren, oder wähle manuelle Steuerung, wenn nötig. Mit einfachen Schritten wird das Erstellen von Dokumenten zum Kinderspiel.
Schaue dir an, wie es funktioniert!Mit der nahtlosen HubSpot-Integration von PDF CreateMate werden deine erstellten Dokumente direkt in jedem HubSpot-Objekt gespeichert. Dadurch wird das Bereitstellen von personalisierten Inhalten zum Kinderspiel und eröffnet dir unzählige Möglichkeiten, um deine Kontakte, Unternehmen, Deals, Tickets und benutzerdefinierten Objekte zu erreichen.
Schaue dir an, wie es funktioniert!5.0
Running an employee leasing company for caregivers, PDF CreateMate has been a game-changer for us. Its ability to swiftly pull information and images from our HubSpot contact objects and convert them into professional CVs is impressive. The process is fully automated and incredibly fast, producing personalized CVs in seconds. This level of integration simplifies what used to be a time-consuming task. This efficiency has revolutionized our workflow, allowing us to focus more on our core business while maintaining high-quality standards in our documentation. I highly recommend PDF CreateMate for any business seeking efficient and professional document creation.
Tim Reitz
Big Next Step GmbH
5.0
Support? 10/10 Functionality? 10/10 Willingness to help someone with complex situations and use cases? 10/10 Everyone I have worked with on the PDF CreateMate team has been top tier, offered kindness and urgency for us in assisting with questions, hopped on last minute training calls, offered personalized insights and more! From a tool perspective, PDF CreateMate solves a common issue of needing to generate PDFs based on HubSpot data, storing data in the Files Manager (in HS), and sending to appropriate contacts/companies. Frankly, I wish I could use this in more scenarios as it is fun to set up and work with! THANK YOU PDF CreateMate Team!
Madison Moniz
HubSpot Marketing Operations Specialist at ThinkFuel
5.0
We wanted to create a PDF output of a form submitted (an application to one of our programs) and PDF CreateMate was the ideal solution, all the design elements are maintained in a word doc with a simple copy of the HubSpot properties into the document. They even worked with me to create an ability to format raw numbers into a percentage. SO HELPFUL!
Gillian Gonda
5.0
I have been using PDF Createmate and it has improved my productivity by 90%. It is very easy to use, you just have to upload your templates, add the properties you want to send from HubSpot to the document and in a matter of seconds, the tool is working. They have a really user-friendly interface and a support team which is very helpful and really fast. I absolutely recommend it for every sales or operation team who wants to speed and efficient their processes.
Sofia Ruiz
5.0
We are very satisfied with PDF CreateMate, as it has allowed us to automate processes and delivery a heightened level of service to our clients. The process for configuring an automation is simple and quick - just make sure you don't create the workflow in HubSpot first. That way, the workflow is linked to your CreateMate template. Instead, create your template in CreateMate and then complete your workflow configuration in HubSpot. Their support is great, the reporting is great, and we are thrilled with the service.
Clayton Dodds
Director of Marketing at Conner & Winters LLP
5.0
I've been using PDF Create Mate in HubSpot, and it has significantly improved our workflow. The app makes it incredibly easy to generate professional-looking PDFs directly within HubSpot, saving us time and effort when creating proposals, invoices, and reports. What I love most is its seamless integration, it pulls data directly from HubSpot, reducing manual input and the risk of errors. The customizable templates allow us to maintain brand consistency across all documents. Plus, the automation features help streamline repetitive tasks, making our processes much more efficient.
John Boctor
Founder & CEO at Rodar PTY LTD
5.0
I've been using PDF Create Mate in HubSpot, and it has significantly improved our workflow. The app makes it incredibly easy to generate professional-looking PDFs directly within HubSpot, saving us time and effort when creating proposals, invoices, and reports. What I love most is its seamless integration, it pulls data directly from HubSpot, reducing manual input and the risk of errors. The customizable templates allow us to maintain brand consistency across all documents. Plus, the automation features help streamline repetitive tasks, making our processes much more efficient.
Derick Beauregard
Senior Web Developer at Corellium
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z.B. Status ist geschlossen
z.B. den automatischen Import von Kontaktdaten in den Vertrag, sobald der Geschäftsstatus 'abgeschlossen' ist.
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