The installation of ChiliDocs® is done directly via the HubSpot App Marketplace and can be completed in just a few steps:
🔧 Step-by-step guide:
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Open the HubSpot App Marketplace.
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Search for ChiliDocs® or navigate directly to the ChiliDocs®-Marketplace-Site.
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Click on “Install app”.
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Enter your personal details and authorize the payment information.
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After being redirected, select the desired HubSpot portal.
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Authorize the installation.
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Once the installation is successful, ChiliDocs® will be available in your HubSpot portal.
✅ After installation
- ChiliDocs® will appear as a CRM card on the standard HubSpot objects:
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Contacts
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Companies
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Deals
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Tickets
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- You can immediately start generating documents and using your templates.
💡 Note: The installation is portal-wide – you don’t need to install ChiliDocs® separately for each user.