DocuGen integrates with HubSpot deals, contacts, companies, tickets, carts and orders, which lets users create documents in Word (docx) and PDF format, as well as send documents for signature:

• Sales documents: proposals, quotes, sales orders
• Finance documents: invoices, receipts
• Legal documents: non-disclosure agreements rental agreements
• ... and more

In this guide:

1. Install DocuGen
2. Add the DocuGen card
3. Use DocuGen
4. Create document recipes
5. Manage document recipes
6. View your document consumption
7. Upgrade or manage your subscription
8. Uninstall DocuGen

Install DocuGen​

1. Go to the DocuGen listing on the HubSpot Marketplace:

2. Click on the Install button

3. If asked, select your HubSpot account and click Choose Account:

4. Review the requested scopes on this screen. DocuGen needs access to companies, contacts, deal line items, users, account settings, and other details to function properly.  

5. Click Connect app.
6. Click Customize app cards and jump to the next section of this article.

Add the DocuGen card

Add the DocuGen card to HubSpot by editing the object view or going to DocuGen Settings. More details here. 

Use DocuGen

1. Go to any Deal (or any object where you added the DocuGen card).

2. The DocuGen card should appear in the right sidebar. You might need to scroll down to find it. Alternatively, you can edit the deal layout by clicking Customize at the top of the deal layout and dragging the DocuGen card to the top.

3. To preview a document, make sure the Preview mode toggle is on and click the Preview document button to see a list of document options:

4. Click on one of the document options. DocuGen will display a preview of the document:

5. Click Save to save the document to your Deal.

6. The new document will appear under the Recent documents list in the DocuGen card:

   ... and in the Deal's Attachments card:

7. If you untoggle the Preview mode, DocuGen will not display a preview of the document; instead, it will directly save the new document to the DocuGen and Attachments cards.

Create document recipes

You can create documents based on our template gallery or your own Word/Excel documents or starting from scratch. Learn more here. 

Manage document recipes

You can create, modify, and delete document recipes. Learn more here. 

View your document consumption

1. Go to the Marketplace icon at the top of your HubSpot page and click on Connected Apps:

2. Under My Apps, click on DocuGen's listing:

3. Go to the Settings tab.

4. Under General > Usage, you will see your consumption statistics. 

Upgrade or manage your subscription

You can upgrade or modify your DocuGen subscription from the DocuGen settings page. 

1. Go to the Marketplace icon at the top of your HubSpot page and click on Connected Apps:

2. Under My Apps, click on DocuGen's listing:

3. Go to the Settings tab.

4. Under General > Subscription, you will see a list of your current DocuGen plan and upgrade options:

Uninstall DocuGen

To uninstall DocuGen from your HubSpot account, follow the instructions in this HubSpot Knowledge Base article.