FAQ

Quick answers to common questions about PDF CreateMate features and capabilities.

Template Features

Can I add checkbox fields?

Yes, you can include checkbox-style elements in your templates. Use Unicode checkbox characters (☐ or ☑) or images in your Word template. For dynamic checkboxes based on HubSpot data, use conditional blocks.

How can I add pagination?

PDF CreateMate preserves the pagination from your Word template. To add page numbers:

In Microsoft Word, go to Insert > Page Number
Choose your preferred position (header, footer, etc.)
Format as desired
Save and upload to PDF CreateMate

Can I use text boxes?

Text boxes from Word templates are preserved in the generated PDF. However, for best results:

Keep text boxes simple
Avoid overlapping elements
Test thoroughly after upload

Can I create editable PDFs?

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

All data is filled in and locked
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 & Properties

How can I use the current date in my PDF?

PDF CreateMate includes a built-in {{todayDate}} placeholder that automatically inserts the current date at generation time. Simply add it to your template:

{{todayDate}}

The date is formatted according to your Date Format settings. No HubSpot property setup is required.

Can I use data from associated objects?

Not currently. PDF CreateMate only accesses properties directly on the HubSpot object being used to generate the document (Contact, Deal, Company, etc.).

Associated objects (like related Companies on a Contact, or Line Items on a Deal) are not automatically fetched or available in templates.

Workaround: Use HubSpot workflows to copy associated object data into custom properties on the primary object before document generation.

How can I sync object properties?

Properties are synced automatically when documents are generated. For real-time sync:

Ensure your HubSpot connection is active
Property values are fetched at generation time
Any updates in HubSpot appear in subsequent generations

Automation

Can PDFs be automatically created and sent based on a trigger?

Yes! Use HubSpot workflows to:

Trigger PDF generation on any HubSpot event
Store the PDF on the record
Send it via email using workflow actions

See Workflow Actions for setup details.

Can we create PDFs on an automated schedule?

While PDF CreateMate doesn't have built-in scheduling, you can achieve this with:

HubSpot Workflows: Trigger based on date properties
HubSpot Operations Hub: Use custom code actions for scheduling
Third-party automation: Connect via Zapier or Make

Signatures

What type of signature does PDF CreateMate use?

PDF CreateMate uses electronic signatures that are:

Legally binding in most jurisdictions
Timestamped and tracked
Stored with the document

For certified digital signatures with higher legal requirements, consult your compliance team.

How many people can sign a document?

PDF CreateMate supports up to two signers per document:

Primary signer — the main recipient who receives the signing link
Counterparty signer — an optional second signer (e.g., your team member countersigning)

Each signer receives their own signing link. Enable Counterparty Signature in the template settings to add a second signer.

See Sign Documents for details.

Limitations

Is there a limit on properties per template?

There's no hard limit on properties. However, for optimal performance:

Keep templates focused (avoid hundreds of properties)
Use only properties you need
Complex templates may take longer to generate

Can I merge multiple PDFs?

PDF merging within a single generation is not currently supported. Alternatives:

Combine content in one template
Use multi-page templates
Merge PDFs externally after generation

Can I export HubSpot dashboards or reports as PDFs?

PDF CreateMate generates documents from record data, not dashboards. For dashboard exports:

Use HubSpot's built-in export features
Consider third-party reporting tools

Can I export form submissions as PDFs?

Form submission data can be converted to PDFs:

Form submissions create/update HubSpot contacts
Use workflow triggers on form submission
Generate PDF from the contact record