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ChiliDocs®
Questions and answers about the installation and use of ChiliDocs®.
Installation & Setup
Licensing & Pricing
Security & Privacy
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?
Workflows & Automation
Tables & Filters
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®?