File Naming | PDF CreateMate

Customize the output file name format for your generated documents. Use dynamic placeholders to create meaningful, organized file names.

Default Placeholders

These built-in placeholders are available for all templates:

Placeholder	Description	Example Value
`{{templateTitle}}`	The template name	`Invoice`, `Contract`
`{{objectName}}`	The HubSpot record name	`John-Doe`, `Acme-Corp`
`{{conversionDate}}`	Generation date (YYYY_MM_DD)	`2025_01_17`

A unique ID and date are automatically appended to every file name to ensure uniqueness and easy sorting.

Using HubSpot Properties

You can use any HubSpot property from the Properties page in your file name. Simply copy the placeholder and add it to your format.

Example Property	Placeholder
First Name	`{{firstname}}`
Company	`{{company}}`
Deal Name	`{{dealname}}`
Close Date	`{{closedate}}`

Date properties are automatically formatted as YYYY_MM_DD. Other property types are accepted and sanitized as text (non-text values are stringified).

Configuration

Go to your template in PDF CreateMate and click Edit
Find the Output File Name field in the HubSpot Integration section
Enter your format using placeholders, or click the + button to insert a placeholder
The live preview shows exactly how your filename will look with sample data
A green checkmark indicates valid placeholders; amber warnings highlight any issues

Example Formats

Format Pattern	Example Output
`{{templateTitle}}-{{objectName}}`	`Invoice-John-Doe-2025_01_17-abc123.pdf`
`{{company}}_{{dealname}}`	`Acme-Corp_Website-Redesign-2025_01_17-xyz789.pdf`
`{{firstname}}_{{lastname}}_Contract`	`John_Doe_Contract-2025_01_17-def456.pdf`

Automatic Additions

PDF CreateMate automatically ensures file names are unique and organized:

Date: If your format doesn't include {{conversionDate}}, the generation date is appended
Unique ID: A 16-character alphanumeric ID is always added at the end
File extension: .pdf or .docx based on your output format

Placeholder Syntax

Use the double curly brace syntax for all placeholders:

{{propertyName}}

This is the recommended and modern syntax. Whitespace inside braces is also supported: {{ propertyName }}.

The legacy syntax `${propertyName}` is still supported for backward compatibility, but we recommend using the double curly brace format for consistency with template content placeholders.

Best Practices

Keep it concise — Long file names get truncated at 200 characters
Use descriptive placeholders — Include template name or deal name for easy identification
Avoid special characters — Stick to letters, numbers, hyphens, and underscores
Test with sample data — Generate a test document to verify the file name looks right

Reset to Default

Click Reset to default to restore the standard format:

{{templateTitle}}-{{objectName}}

This produces file names like: Invoice-John-Doe-2025_01_17-abc123def456.pdf

The date and unique ID are always appended automatically.