Generate Documents
Manual Generation
Generate documents on-demand for specific contacts without using automated workflows. This is useful for one-off document generation or testing templates.
Steps to Generate Manually
- Open the HubSpot object list (contacts, companies, deals, or tickets).
- Select the record(s) you want to generate for.
- Click Edit in the bulk toolbar.
Image description
The contact list view shows:
- Multiple contacts selected with checkboxes
- The "Edit" button in the toolbar above the list
- The number of selected contacts displayed
- Contact names and email addresses visible in the list
- Multiple contacts selected with checkboxes
- The "Edit" button in the toolbar above the list
- The number of selected contacts displayed
- Contact names and email addresses visible in the list
- Search for the
Generate PDF for Templateproperty. - Choose one or more template UUIDs (semicolon-separated) from the dropdown. Only templates configured for that object type and HubSpot-enabled appear.
Image description
The bulk edit modal displays:
- A search field with "Generate PDF for Template" entered
- A dropdown list showing available templates
- Template names from PDF CreateMate
- The "Update" button to apply the selection
- A search field with "Generate PDF for Template" entered
- A dropdown list showing available templates
- Template names from PDF CreateMate
- The "Update" button to apply the selection
- Confirm by clicking Update.
- PDF CreateMate queues generation for each selected record. When finished, it updates
pdf_generated_for_templateand writes the document link to the template’s configured file property.
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 documents. Think of these filters as your manual trigger conditions.
Use Cases for Manual Generation
| Scenario | When to Use |
|---|---|
| Testing | Verify templates before production use |
| One-off documents | Special requests outside normal automation |
| Backfill | Generate documents for existing contacts |
| Corrections | Regenerate after fixing template issues |
Tips for Bulk Generation
- Start with small batches to verify output
- Use saved views/filters for consistent selection
- Check credit balance before large batches
- Monitor the template detail screen for progress
Next Steps
After generating documents manually:
- Access your documents
- Set up automation for future documents