PDF CreateMate seamlessly integrates with various HubSpot objects, enhancing your document management capabilities. Our tool now supports both Standard and Custom objects, providing greater flexibility for your business needs.
Standard Objects
By default, PDF CreateMate supports the following standard objects: Contact, Company, Deal, Ticket
Custom Objects
We’ve extended our support to include custom objects in PDF CreateMate. Custom objects allow you to create specialized categories beyond the standard ones, giving you more control over how your data is organized and utilized.
Enabling Object Support
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The PDF CreateMate workflow action allows you to automatically generate personalized PDFs based on data from your HubSpot records. Follow the steps below to set up and use this feature effectively:
Prerequisites:
Before getting started, ensure that:
Steps to Set Up the Workflow Action:
PDF CreateMate now lets users create signable templates, making it easy to add signatures to generated documents. This feature is especially useful for contracts, agreements, and other documents that require client signatures.
Making a Template Signable:
For further assistance or inquiries, please reach out to us through the provided channels or simply fill out our contact form.