Limitations

While PDF CreateMate is powerful, there are some limitations to be aware of. This page helps you understand what's possible and what workarounds exist.

Template Limitations

Conditional Content

Can I have conditional properties or content?

Yes! PDF CreateMate supports conditional blocks using the ternary expression syntax:

See Conditional Blocks for full documentation.

Google Documents

Can I use Google Docs, Sheets, or Presentations?

• Google Docs: Yes, via the Import flow (public or service-account share). The Doc is converted to DOCX/HTML for generation.
• Google Sheets / Presentations: Not supported. Convert them to a Google Doc or Word file first. You can also paste/upload HTML directly in the builder.

PDF Features

Merging PDFs

Is it possible to merge PDFs within PDF CreateMate?

No, PDF merging is not currently supported. Each template generates a single PDF document.

Workarounds:

• Create multi-page templates with all content in one document
• Use external PDF tools to merge after generation
• Design templates that combine multiple sections

Creating PDFs from PDFs

Can I use a PDF as my template source?

Yes, but only if the PDF contains interactive form fields. PDF CreateMate can use PDF forms as templates and automatically fill the form fields with data from your HubSpot records.

Requirements:

• PDF must have interactive/fillable form fields
• Form fields must be properly named
• PDF cannot be password-protected

See PDF Forms for setup instructions.

Note: Flat PDFs (without interactive form fields) are not supported as templates. To generate documents from a flat PDF design, recreate it as a Word, Google Docs, or HTML template.

Editable PDFs

Will the generated PDF be editable or fillable?

No, generated PDFs are not editable after creation. When PDF CreateMate generates a document:

• Form fields are filled with your HubSpot data
• The PDF is flattened (form fields become static text)
• Recipients cannot modify the content

This applies to all template types (Word, Google Docs, HTML, and PDF Forms).

If you need recipients to sign documents: Use the Signatures feature. For PDF Form templates, you can select signature areas directly on the PDF.

Data Limitations

Property Limits

Is there a limit on how many properties I can use?

There's no hard limit on the number of properties per template. However:

• Templates with 100+ properties may be slower to configure
• Keep templates focused for better maintainability
• Test complex templates thoroughly

Associated Objects & Line Items

Can I use data from associated objects or line items?

It depends on the type:

Deal Line Items — supported. You can include a full line items table in Deal-based documents using the {{pdf_createmate_line_items}} placeholder. This renders a formatted table of all line items (name, quantity, price, etc.) and works in Word, Google Docs, and HTML templates (not supported in PDF Form templates).

See Line Items for setup instructions.

Other associated objects — not currently supported. PDF CreateMate only accesses properties directly on the primary HubSpot object being used to generate the document. Associated objects like:

• Contacts linked to a Company
• Companies linked to a Contact
• Other associated records

...are not automatically fetched or available in templates.

Workaround for associated objects: Use HubSpot workflows to copy associated data into custom properties on the primary object before document generation. This allows you to reference the data in your template.

Test Generation Limits

Test Document Limit

How many test documents can I generate per template?

It depends on whether your organization has ever completed a purchase:

Test documents are generated in the template builder's "Test" step and are free (no credits consumed).

New users reaching the 10-test limit for a template will no longer be able to generate additional test documents for that template. Once you purchase credits, the limit is lifted permanently.

Tips for efficient testing:

• Review your template configuration carefully before generating a test
• Use the feedback feature to track which tests passed or failed
• If a test fails, review the troubleshooting guide before generating another

Storage Limitations

PDF Storage Limits

Are there limits on how many PDFs I can store?

PDFs are stored in your HubSpot account using HubSpot's file storage:

• HubSpot Free: Limited storage
• HubSpot Starter: Increased storage
• HubSpot Professional+: Generous storage limits

PDF CreateMate doesn't impose additional storage limits.

PDF Replacement

When I regenerate a PDF, does it replace the old one?

By default, regenerating creates a new PDF file. The old PDF remains unless you manually delete it.

See Storage for managing document versions.

Export Limitations

Dashboard Exports

Can I export HubSpot dashboards or reports as PDFs?

No, PDF CreateMate generates documents from CRM record data (Contacts, Companies, Deals, etc.), not from HubSpot dashboards or reports.

For dashboard exports, use HubSpot's built-in export features or reporting tools.

Form Submissions

Can I export form submissions as PDFs?

Indirectly, yes:

1. Form submissions create or update HubSpot contacts
2. Set up a workflow triggered by form submission
3. Generate a PDF from the contact record

This creates a PDF with the submitted data from the contact properties.

Feature Requests

Have a feature you'd like to see? Let us know:

• Contact support
• We regularly review and prioritize feature requests
• Many current features came from user suggestions