Create Word documents in HubSpot with just one click or via Workflow!

With the new ChiliDocsPro^® HubSpot integration, you can create quotes, requests and other documents in seconds. No more tedious and time-consuming manual compilation of data from your CRM system!

The intelligent tool retrieves the data directly from your HubSpot contact, company and business databases.

All you need is a HubSpot standard license and MS Word version 2007 or higher to create personalized documents in seconds. You can then save the documents directly as Word or PDF files. Your advantages at a glance:

No more copying and pasting
Available for all HubSpot objects
Generate and send documents automatically with the help of workflows
Create download links and share documents directly

Test ChiliDocsPro® for 14 days

Your advantages

No more copy-paste.

Create MS Word documents with one click. Create an unlimited number of own Word templates. Simply insert placeholders [...] into a Word document to create a template for proposals, presentations, contracts, and more.

Generate documents from all HubSpot objects

You can use the ChiliDocsPro^® link to quickly generate a DOCX or PDF for any HubSpot object, such as company, contact, deal or ticket.

Cost-effective solution

ChiliDocs is sold under a license model and is constantly being developed with new features from which you can benefit.

Generate and send documents via Workflow

Use ChiliDocs in workflows and generate documents automatically and send a personalised email. Generate download links (incl. expiry date) to share documents directly with other people.

Generate article tables from line items

For quotations, item tables can be generated and sorted from the line items.

Integrate images into documents

Image links in HubSpot can be transferred to documents and used to create attractive presentations. This is useful for images in quotations, property presentations or even in ticket reports for claims.

Functions

Generate documents from any HubSpot object

You can generate a DOCX or PDF file in a flash from any HubSpot object (contact, company, deal, ticket) using the ChiliDocsPro^® link.

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Automated document creation

Generate documents automatically within workflows based on triggers.

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Create download links

To make sharing documents easy, create a download link that can be time-limited.

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Your technical advantages in a nutshell

Central SQL database for all HubSpot data
Automatic backups every 6, 12 or 24 hours
Hosted in Switzerland, the EU or worldwide
Compatible with all common BI tools
Fast integration without development effort
Access via connection string (backend)
Zentrale SQL-Datenbank für alle HubSpot-Daten
Automatische Backups alle 6, 12 oder 24 Stunden
Gehostet in der Schweiz, EU oder weltweit
Kompatibel mit allen gängigen BI-Tools
Schnelle Integration ohne Entwicklungsaufwand
Zugriff via Connection String (Backend)

Your benefits in a nutshell

Full data access
Fast setup
Data sovereignty & compliance
Perfect basis for AI and automation
Dashboard for measuring your marketing KPIs
Voller Datenzugriff
Schnelles Setup
Datenhoheit & Comliance
Perfekte Grundlage für KI und Automatisierung
Dashboard für Messung ihrer Marketing KPI

Three service packages, tailored to your requirements

24h_update

Update of HubSpot data
every 24 hours

EUR 990.-/year(excl. VAT)
Free of charge for 2 weeks

Install now

12h_update

Update of HubSpot data every 12 hours
1 instant backup per day
EUR 1'190.-/year(excl. VAT)
Free of charge for 2 weeks

Favorite

Install now

6h_update

Update of HubSpot data every 6 hours
Up to 3 instant backups per day
EUR 1'490.-/year(excl. VAT)
Free of charge for 2 weeks

Install now

Aaron Fischer

Founder MexHome

The best thing about ChiliDocs^® is its simplicity. You create the template once, insert the individual placeholders for the desired real estate information and everything runs smoothly. It's a straightforward solution that saves us countless hours of work every day. The cost of ChiliDocs^® is absolutely fair and definitely worth it.

team_overview_roger

Roger Meili

Managing Director Chili Digital AG

Many of our customers work with HubSpot every day - but they have little control over where their data is stored or how they can analyze it. With ChiliDataWarehouse^®, we give companies the opportunity to store their HubSpot data securely, analyze it flexibly and use it in a self-determined way.

The eBook contains the following information:

What is meant by system integration?
How can system integration help with digital transformation?
What are the benefits of system integration?
What are the differences between the various forms of integration?
What is a REST API and how does it work?
Example of concrete implementation

Don't wait any longer and get the free eBook "System integration as a key success factor in the digitalization strategy". Simply fill out the form, send it off and benefit!