📂 How do I organize ChiliDocs® templates by pipeline?

ChiliDocs® provides a feature to organize deal templates by pipeline.

✅ How it works

• In the ChiliDocs folder, create a subfolder that contains the internal value of your deal pipeline.

• When a deal is in that pipeline, the ChiliDocs® CRM card will show only the templates from that pipeline-specific folder.

• Templates in the root folder (“ChiliDocs”) or in subfolders without a pipeline reference remain always available.

💡 Example:

• Folder structure:
  • ChiliDocs

    • proposal-template.docx

    • Pipeline_salespipeline

      • sales-template.docx

    • Pipeline_partnerpipeline

• Deal in Sales Pipeline → shows templates from “Pipeline_salespipeline” + general templates.

🔎 How to find your pipeline’s internal ID

1. In your HubSpot portal, go to Settings.

2. In the left menu, select “Data Management” → “Objects” → “Deals”.

3. Navigate to the “Pipelines” tab.

4. Select your desired pipeline.

5. Click the code icon (</>) next to the pipeline name.

6. You can now view and copy the internal ID.

👉 Example: In the screenshot below, the internal ID for the Sales Pipeline is default.