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ChiliDocs®

ChiliDocs®

Questions and answers about the installation and use of ChiliDocs®.

Installation & Setup

⚙️ Is ChiliDocs® installation limited to Deals only?

🔄 How can I update ChiliDocs®?

❗️ What if ChiliDocs® installation failed but the app is already authorized?

⚙️ How do I install ChiliDocs®?

Licensing & Pricing

💼 Are the license costs charged per user or per HubSpot portal?

📤 How can I cancel my ChiliDocs® subscription?

📁 Why can’t I access the File Manager after installing ChiliDocs®?

Security & Privacy

🔒 Does ChiliDocs® store data?

Document Creation & Templates

📄 How can the document name be created automatically based on a logic?

🖼️ How can I insert images directly from HubSpot into a document?

📄 Is it possible to change the name of the file generated by ChiliDocs®?

📁 How do I structure my ChiliDocs® templates in the HubSpot File Manager?

📂 How do I organize ChiliDocs® templates by pipeline?

📎 How can I attach generated documents to an object with ChiliDocs®?

✨ How do I use placeholders in ChiliDocs®?

🔍 What is the easiest way to get to the ‘internal database names’?

Video - How can I create a document from an object such as a contact, company, deal or ticket?

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Workflows & Automation

🔀 How can I generate and attach documents with ChiliDocs® in workflows?

⛓️ How can I generate download links with ChiliDocs® in workflows?

Video - How can I use workflow to create a document and then send it by email?

Tables & Filters

📊 How can I filter tables?

📊 How can I create a table from line items?

Placeholders & Control Characters

🔠 Which control characters do I use for the active user?

🔠 Which control characters should be used for the owner of an object?

🔠 How do I set the control character for multiselect fields?

🔠 How can I format dates in ChiliDocs®?

🔠 How can I display currency in the correct format?

🔠 How can I display data in different formats?

🔠 Invalid Placeholder Handling & Hide Empty Fields

🔠 How can I format numbers – e.g., with thousand separators or decimal places?

🔠 Which global placeholders are available?

Video - How do I create a template for ChiliDocs?

👥 How can I reference specific associated objects in ChiliDocs®?

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