Changelog
2026 Updates New
Stay up to date with the latest features, improvements, and fixes in PDF CreateMate.
March 2026
March 12, 2026
New: PDF Forms
You can now automatically fill PDF forms with interactive form fields using HubSpot data. Upload any PDF containing fillable fields, map them to HubSpot properties, and generate filled documents automatically.
Key features:
- Automatic field detection — Upload a PDF and all form fields are detected automatically
- Smart property mapping — Recommended properties based on field names and types
- Field type support — Text fields, checkboxes, radio buttons, and dropdown menus
- Advanced formatting — Apply text transformations, date formatting, currency formatting, and custom boolean values
- Default values — Set fallback values for empty properties
- Progress tracking — See how many fields are mapped vs. unmapped
Supported field types:
- Text fields — Single-line or multi-line text inputs with character limits
- Checkboxes — Boolean yes/no fields with custom checked/unchecked text
- Radio buttons — Multiple choice fields (single selection)
- Dropdowns — Select menus with predefined options
Perfect for:
- Government forms and applications
- Standardized contracts and agreements
- Insurance forms and claims
- Compliance and regulatory documents
- Registration and enrollment forms
- Tax forms and financial documents
January 2026
January 18, 2026
New: Google Drive Cloud Sync
You can now automatically save generated documents to Google Drive. Enable Cloud Sync for any template and your PDFs are uploaded to a Shared Drive folder of your choice.
Key features:
- Automatic upload: Every generated document is saved to Google Drive without manual downloads
- Flexible folder structure: Choose flat storage or organize documents by year/month
- Object grouping: Optionally group documents by HubSpot record ID
- Simple setup: Just share your Shared Drive folder with PDF CreateMate's service account
Folder structure options (examples):
Flat:
Template Name/
└── document.pdf
Year/Month:
Template Name/
└── 2026/
└── 01/
└── document.pdf
With Object Grouping:
Template Name/
└── 2026/
└── 01/
└── 12345678/
└── document.pdf
Learn how to set up Cloud Sync
New: Import Templates from Google Drive
You can now import templates directly from Google Docs without downloading and converting files manually. Choose from two import methods based on your needs:
Public Link (Quick Setup)
- Set your Google Doc to "Anyone with the link can view"
- Paste the URL and import instantly
Private Document (Recommended for Business)
- Share your Google Doc with PDF CreateMate's service account
- Your document stays private and secure
- Only you and PDF CreateMate can access it
The imported document is automatically converted to DOCX format. All your placeholders, formatting, and images are preserved.
Learn how to import from Google Drive
New: Number Formatting Filters
You can now format numbers directly in your placeholders with new filters for currency, percentages, ordinals, and phone numbers.
Currency Formatting:
{{amount | currency:USD}} → $1,500.00
{{revenue | currency:EUR}} → €1,234.56
Ordinal Numbers:
{{position | ordinal}} → 1st, 2nd, 3rd, etc.
Percentages:
{{rate | percent}} → 25% (from 0.25)
Phone Numbers:
{{phone | phone}} → (555) 123-4567
Learn more about Number Formatters →
New: Unified Pipe Syntax for All Modifiers
We've unified the placeholder modifier syntax. All modifiers now use a consistent pipe (|) separator that makes them easy to chain together:
{{property | modifier}}
{{property | modifier:argument}}
{{property | modifier1 | modifier2 | default:'fallback'}}
Examples:
{{name | uppercase | truncate:50}}
{{amount | currency:EUR | default:'€0.00'}}
{{qr:website | size:200}}
{{barcode:sku | format:ean13 | size:200x60}}
The legacy colon syntax ({{name:uppercase}}) still works for backward compatibility.
Learn more about the Unified Syntax →
New: QR Code and Barcode Size Options
You can now control the size of QR codes and barcodes in your documents:
QR Codes with custom size:
{{qr:website | size:200}} (200 pixels)
{{qr:payment_link | size:100}} (smaller QR code)
Barcodes with custom dimensions:
{{barcode:sku | size:80}} (80px height)
{{barcode:sku | size:200x60}} (200px wide, 60px tall)
{{barcode:sku | format:ean13 | size:200x80}}
Learn more about QR Codes and Barcodes →
New: Text Formatters and Default Values
You can now format text and set fallback values directly in your placeholders. This gives you more control over how data appears in your documents.
Text Formatters:
{{firstname:uppercase}} → JOHN
{{lastname:lowercase}} → doe
{{company:titlecase}} → Acme Corporation
{{description:truncate:100}} → First 100 characters...
Default Values:
{{phone | default: 'N/A'}} → Use 'N/A' if empty
{{company | default: firstname}} → Use firstname if company is empty
Combined:
{{name:uppercase | default: 'Unknown'}}
These features work with both {{placeholder}} and ${placeholder} syntax.
Learn more about Text Formatters and Default Values
Improved: Output File Name Configuration
The template file naming settings have been redesigned for a better experience:
New features:
- Live preview — See exactly how your filename will look with sample data as you type
- Placeholder picker — Click the + button to insert placeholders without typing syntax
- Validation — Green checkmark confirms valid placeholders; amber warnings highlight issues
- Standardized syntax — Uses
{{placeholder}}style consistently
Available placeholders:
| Placeholder | Description | Example |
|---|---|---|
{{templateTitle}} |
Template name | Invoice |
{{objectName}} |
HubSpot record name | John-Doe |
{{conversionDate}} |
Generation date | 2025_01_17 |
The legacy ${placeholder} syntax continues to work for backward compatibility.
Learn more about File Naming →
January 17, 2026
New: QR Codes and Barcodes
You can now add QR codes and barcodes to your documents automatically using your HubSpot property values. Perfect for creating scannable documents like invoices, product labels, event tickets, and shipping labels.
QR Codes:
{{qr:website}}
{{qr:payment_link}}
{{qr:contact_card}}
Barcodes with multiple formats:
{{barcode:sku}} (Code 128 - default)
{{barcode:product_code:ean13}} (EAN-13)
{{barcode:upc_code:upca}} (UPC-A)
{{barcode:serial:code39}} (Code 39)
When the document is generated, the placeholders are replaced with scannable QR code or barcode images.
Learn more about QR Codes and Barcodes →
New: Link Display Settings
You can now control how file URLs appear in your generated PDFs. Choose from four display modes to match your document style:
- Full URL clickable — Show the complete URL as a clickable link
- Custom clickable text — Use your own text like "Click here" or "View Document"
- Text with URL — Clickable text followed by the URL in parentheses
- Raw URL — Plain text URL (not clickable, good for print)
Quick preset buttons make it easy to choose common link texts, and a live preview shows exactly how links will appear before you save.
Learn more about Link Display Settings →
Improved: Date Format Settings
The date format settings have been completely redesigned for a better experience:
New preset buttons:
- German (
17.01.2025) - UK/Europe (
17/01/2025) - US (
01/17/2025) - ISO (
2025-01-17) - Dutch (
17-01-2025) - Long German (
17. January 2025) - Long US (
January 17, 2025) - Short month (
17 Jan 2025)
New features:
- Live preview — See how dates will appear as you type
- Custom format input — Enter any format pattern you need
- Help dialog — Built-in reference for all format characters
Learn more about Date Format Settings →
New: Alternative Conditional Block Syntax
You can now use Handlebars-style syntax and ternary expressions as alternatives to the Jinja-style conditionals:
Handlebars-style:
{{#if property == 'value'}} Content {{/if}}
{{#if property}} Content {{else}} Other content {{/if}}
Ternary expressions (inline):
{{property ? 'Yes' : 'No'}}
{{amount > 1000 ? 'High Value' : 'Standard'}}
Both syntaxes support all the same operators as Jinja-style: ==, !=, >, <, >=, <=.
Learn more about Conditional Blocks →
Flexible Placeholder Syntax
We've improved the placeholder parser to be more forgiving with whitespace. Both placeholder formats now support flexible spacing:
Double curly braces:
{{firstname}}— standard syntax{{ firstname }}— with spaces{{ firstname }}— with multiple spaces
Dollar syntax (legacy):
${firstname}— standard syntax${ firstname }— with spaces${ firstname }— with multiple spaces
This means you no longer need to worry about accidentally adding spaces inside your placeholders. Both formats will work correctly regardless of whitespace.