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Knowledgebase & Help Center

ChiliDocs®

ChiliDocs®

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

Installation & Setup

⚙️ Is it possible to install ChiliDocs® exclusively on "deals"?

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

Will the data for Chilidocs® be stored?

Licensing & Pricing

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

Document Creation & Templates

📄 How can the document name be created automatically according to a logic?

📄 How can I create a table from the line items in a deal?

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

📄 How can I filter a table?

📄 Is it possible to customize the name of the ChiliDocs generated file?

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Placeholders & Control Characters

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

🔠 Which control characters should be used for the "Deal owner"?

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

🔠 How do I set the control character for the multicheck properties?

🔠 How can I format the date?

🔠How can I display the currency in the correct format?

🔠How can I display data in the different formats?

🔠Invalid Placeholder Handling & Hide Empty Fields

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