Changelog
2026 Updates New
Stay up to date with the latest features, improvements, and fixes in PDF CreateMate.
September 2026
September 14, 2026
New: Generate documents from Projects
PDF CreateMate now supports HubSpot's Projects, alongside contacts, companies, deals, tickets, orders and custom objects. Build a template against projects and generate project briefs, status reports or statements of work from project data.
What you can do with projects:
- Use any project property as a placeholder, including the project name, status, type, target due date and owner
- Attach the document to the project record, where it appears as a note on the project's activity timeline with the file on it
- Trigger generation from a workflow, the same way as for other objects
- Name files from project data — the default file name uses the project's name
To enable Projects: projects must first be switched on in your HubSpot account. Then open Settings, click Reinstall HubSpot App, and approve the Projects permissions.
September 12, 2026
New: Generate documents from Orders
PDF CreateMate now supports HubSpot's Orders, alongside contacts, companies, deals, tickets and custom objects. Build a template against orders and generate order confirmations, packing slips or delivery notes from order data.
What you can do with orders:
- Use any order property as a placeholder, including the order name, fulfilment status, shipping address and pipeline stage
- Attach the document to the order record, where it appears as a note on the order's activity timeline with the file on it. Orders have no Attachments card in HubSpot, unlike contacts, companies, deals, tickets and projects
- Trigger generation from a workflow, the same way as for other objects
- Name files from order data — the default file name uses the order's name
To enable Orders: open Settings, click Reinstall HubSpot App, and approve the Orders permissions.
Fixed: Attaching a document to a ticket
Documents set to attach to the record never reached ticket records. The document generated and was stored, but the attachment silently failed because of an incorrect association sent to HubSpot.
Attaching now works on tickets. Contacts, companies and deals were never affected.
August 2026
August 17, 2026
Improved: Number formatting follows your template's language
Currency, percentage, ordinal and decimal placeholders are now formatted according to your template's language, instead of always using English conventions.
What this changes:
- Currency —
{{amount | currency:EUR}}renders€1.998,00in a German template and€1,998.00in an English one - Percentages, ordinals and decimals — follow the same rule
- Explicit locales are unaffected —
{{ref | number:en-GB:2}}already names its locale, so it renders exactly as before
The language comes from the template, falling back to your account language.
Learn more about Number Formatters →
Improved: Table of contents support in Word templates
A table of contents built in Google Docs now keeps both its page numbers and its entry titles in the generated document — including after you re-export the template from Google Docs.
Improved: Connect HubSpot with only the permissions you want
Optional permissions are now genuinely optional. If you decline one while connecting HubSpot, the connection still completes — only the features that rely on that permission are unavailable, and you can grant it later by reconnecting.
July 2026
July 28, 2026
Improved: Template publishing and status
Template status is now consistent between the template list and the builder, so you can see at a glance where each template stands.
- Draft — not yet published, and not available to your workflows
- Published — live and selectable in your HubSpot workflows
- Unpublished changes — published, with edits still waiting to go live
June 2026
June 26, 2026
New: Fixed Decimal Places Without Grouping
The new decimals filter formats a number to a fixed number of decimal places and leaves out thousands separators — for reference numbers, IDs and measurements where grouping would be wrong.
{{ref | decimals:2}} → 52726.15
{{ref | number:en-GB:2}} → 52,726.15
Learn more about Number Formatters →
June 25, 2026
Improved: Optional Form Fields in PDF Templates
You no longer have to map every field detected in a fillable PDF. Map the fields you need and leave the rest — unmapped fields simply stay empty in the generated document.
June 6, 2026
Improved: Permanent Links to HubSpot Files
Links to HubSpot files included in a generated document now keep working indefinitely. Previously they stopped working after seven days.
Learn more about HubSpot file links →
May 2026
May 18, 2026
New: Decimal Places for the Number Formatter
The number formatter now takes a decimal place count, on its own or together with a locale.
{{ref | number:2}} → 52,726.15
{{ref | number:de-DE:2}} → 52.726,15
Learn more about Number Formatters →
New: Separate Billing Email Address
Set a billing email address for your organization so invoices and receipts reach your finance team rather than the account owner.
April 2026
April 23, 2026
New: Time Zone Setting
Choose your organization's time zone in Settings. Dates written into your documents, and timestamps shown in the app, now follow it.
April 20, 2026
New: Ordinal Day in Date Formats
Date formats now support an ordinal day — 1st, 2nd, 3rd — both in the template builder and in your account's default date format.
Learn more about Date Format Settings →
April 5, 2026
New: Credits, and 100 Free Documents to Start
PDF CreateMate now runs on credits. Every account begins with 100 free documents, so you can build and test your templates before paying anything.
How it works:
- Pay for what you generate — each document costs credits according to what it does: pages, signatures, cloud sync, attaching to the record
- See the cost before you publish — the template builder shows a template's credit cost as you configure it
- Volume discount — 25% off from 50,000 credits
- No subscription — buy credits when you need them, from 1,000 credits
Learn more about Plans & Credits →
April 4, 2026
New: Template Version History
Every time you publish a template, the previous version is kept. You can review a template's history, so a change that doesn't work out is no longer a dead end.
Learn more about Version History →
April 2, 2026
New: Multi-Organization Access
A single login can now belong to more than one organization, and you can switch between them without signing out — useful for agencies and consultants looking after several HubSpot portals.
New: PDF CreateMate in German
The app, the documentation and the signature emails are all available in German, and German pages have their own /de addresses.
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.