This step takes place outside CreateMate. You can utilize tools like Microsoft Word, Google Docs, or OpenOffice to create and edit your document.
It's essential to configure and test the workflow meticulously to prevent unwanted mass PDF generation. Continuously monitor the workflow from within HubSpot to guarantee its proper operation.
To streamline this manual process, consider setting up a filtered contact list. This list can be based on specific criteria to easily identify the contacts for which you want to generate PDFs. Think of these filters as your manual trigger conditions.
CreateMate employs the properties "Generate PDF for Template" and "PDF generated for Template" for the PDF generation process. By erasing and then repopulating these property values, PDF regeneration is triggered. Essentially, CreateMate responds to changes in these properties to produce PDFs.
The ways in which you can utilize these personalized PDFs are boundless. We invite you to share your innovative uses and success stories with us. Stand a chance to be featured on our official landing page!
Please note that taking these actions will affect your data and access to the platform.
Important Note: After uninstalling, PDF CreateMate will lose access to your HubSpot account and its data. This means it will cease to function and won't communicate with HubSpot anymore.
Important Note: By deleting your CreateMate account, all your saved templates and any HubSpot data linked to CreateMate will be permanently removed. Ensure that you have saved or backed up any crucial information before proceeding with this action.
For further assistance or inquiries, please reach out to us through the provided channels or simply fill out our contact form.