Documentation
Templates
Templates are the foundation of PDF CreateMate. Learn how to create Word documents with dynamic placeholders that automatically fill with HubSpot data when generating PDFs, or upload PDF forms with interactive fields to map directly to HubSpot properties.
In This Section
Create Template
Design a personalized Word document using HubSpot property placeholders. This is done outside PDF CreateMate using Microsoft Word, Google Docs, or LibreOffice.
Upload Template
Import your .docx template into PDF CreateMate, configure default values, and set up storage properties.
Conditional Blocks
Add dynamic content that only appears when certain conditions are met. Use if/else logic based on HubSpot property values.
Number Formats
Configure how numbers, currencies, and percentages display in your generated documents with regional formatting options.
File Naming
Customize the output file name format using dynamic placeholders like object name, template name, and date.
Embedding Fonts
Ensure custom fonts display correctly by embedding them in your Word template before upload.
Import from Google Drive
Import templates directly from Google Docs. Choose between public link access or private sharing with our service account.
PDF Forms
Upload PDF documents with interactive form fields and automatically map them to HubSpot properties. Perfect for standardized forms, contracts, and compliance documents.
Images in Templates
Add static images like logos and watermarks, or dynamic images pulled from HubSpot property values.
Tables in Templates
Structure data with tables. Use static tables for fixed layouts and conditional blocks inside cells for optional values.
QR Codes & Barcodes
Automatically generate scannable QR codes and barcodes from HubSpot property values directly in your documents.
Text Formatters, Number Formatters, and Default Values
Format text and numbers, and set fallback values directly inside placeholders using the pipe (|) modifier syntax.
Deal Line Items
Include a fully formatted product table in Deal documents. Place the {{pdf_createmate_line_items}} placeholder in your Word, Google Docs, or HTML template and PDF CreateMate replaces it with all line items from the HubSpot deal, including quantities, prices, discounts, and totals.
Version History & Rollback
View your template's version history and roll back to a previous version if a recent change introduced issues.
Reanalyze Placeholders
Re-run placeholder analysis after updating your template file or HubSpot properties to ensure all placeholders are correctly matched.
Create HubSpot Properties
Create new HubSpot properties directly from the template builder without leaving PDF CreateMate.
Live Preview with HubSpot Data
Test your template with real HubSpot record data to verify placeholders, formatters, and conditional blocks before publishing.
Template Workflow
1. Create template in Word/Docs
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2. Add {{property}} placeholders
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3. Upload to PDF CreateMate
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4. Configure settings
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5. Generate personalized PDFs
Best Practices
- Use clear, descriptive template names
- Test templates with sample data before production use
- Keep placeholder syntax consistent:
{{propertyName}} - Embed fonts if using custom typography