PDF CreateMate
Documentation
Learn how to create personalized documents from HubSpot with PDF CreateMate. This documentation covers everything from initial setup to advanced features like e-signatures and workflow automation.
Quick Start
New to PDF CreateMate? Follow these steps to get started:
- Connect your HubSpot account - Link PDF CreateMate to your HubSpot portal
- Create a template - Design your first personalized Word document
- Upload your template - Import it into PDF CreateMate
- Generate documents - Automate PDF generation with workflows
Documentation Sections
Getting Started
Set up PDF CreateMate and connect your HubSpot account. Learn which objects are supported.
Templates
Create, upload, and configure personalized document templates with dynamic content.
Generate Documents
Learn the different methods to generate personalized PDFs from HubSpot data.
- Using Workflow Actions (Recommended)
- Using Workflows (Legacy)
- Manual Generation
- Regenerate Documents
Signatures
Add e-signature capabilities to your documents for contracts and agreements.
Document Management
Access, share, and distribute your generated documents.
Settings
Configure PDF CreateMate to match your preferences.
Account
Manage your PDF CreateMate account and get support.
Pricing & Usage
Understand costs and keep track of your credits.
Troubleshooting
Find solutions to common issues and answers to frequently asked questions.
Legal
Important information about data handling and compliance.
Changelog
Stay up to date with the latest improvements and updates to PDF CreateMate.