CreateMate generates PDFs for standard documents. That means: You can automatically insert contact properties (similar to serial letters). CreateMate is especially worthwhile if you either have to create a large number of documents or if you want to integrate the generated PDF documents into workflows (e.g. automatic sending of documents).
The HubSpot properties must be inserted in the .DOCX file before uploading, as subsequent editing in PDF Createmate is not possible. You can find here a sample view of a Word file, customize your document with the suitable contact properties as in this sample file here.
CreateMate saves generated PDF documents directly into HubSpot contact properties. These properties, where you can retrieve the PDFs at any time, are called storage properties in CreateMate.
You have to create this storage property manually first HubSpot. Go to Settings -> Properties -> Create Property. Please select "File" as field type.
Note: You can only save one PDF file per storage property.
Go to Settings -> Properties -> Create property. Please select "File" as field type.
Please create a separate save property for each template you upload to CreateMate.
CreateMate will guide you through the process:
Automated sending can be done with the help of lists and email templates. Take a look at the following instructions:
If you still have questions, we'll be happy to help you set up the workflows.
PDFs are generated through a workflow created by CreateMate. PDFs are generated for all contacts that are included in the workflow by the trigger you selected. If you have not selected a trigger, you can also add contacts to the workflow manually.
You can use contact properties and company properties.
You cannot use deal properties themselves, because they cannot be clearly assigned to a contact or company. However, there is a workaround to use deal properties as well. Create a workflow that automatically copies deal properties as contact properties and copies the values of the deal properties you want to use in CreateMate to contact properties. You can then paste this contact property into the template.
Is the file a docx file? If yes and it still does not work, please contact our support. We will help you.
Don't worry, you can still go into your HubSpot account now, create a property called, for example, 'PDF CreateMate storage property' and have the property type 'File'. Once that's done, go back into CreateMate and click the 'Sync Properties' button. Now you can select the storage property you just created