DocuGen integrates with HubSpot deals, which lets users create documents in Word (docx) and PDF format:

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

If you need help, email us: support@docugen.io.

In this guide:

1. Configure DocuGen
2. Use DocuGen
3. Create document recipes
4. Uninstall DocuGen

Install DocuGen​

1. Go to the HubSpot Marketplace listing for DocuGen
2. Click on the Install button

3. Select your HubSpot account and click Choose Account:

4. Review the requested scopes on this screen. DocuGen requests access to read (but not write) companies, contacts, deal line items, users, account settings. In addition, DocuGen requests read and write access to deals and files. 

5. Click Connect app. 

Configure DocuGen

Once DocuGen is installed, you will be directed to the App cards page:

1. Click Manage locations

2. Tick the two checkboxes to add the DocuGen card to the Deal record and Execution pages:

3. Click Save

Use DocuGen

1. Go to any Deal

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 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 your own templates using an existing Word document or starting from scratch. 

1. In the DocuGen card, click on Create document recipe... from the Preview document or Generate document button:

2. The Create document recipe sidepanel will open up:

3. Fill out a name for your recipe, specify the format of documents to be generated (PDF and/or Word), and whether you want the generated document to be sent by email to the Deal owner. All generated documents are saved by default to the Attachments card, that's why this option is checked and cannot be unchecked. 

4. Click Select template; this will open up the template gallery:

5. You can select one of the existing templates in the gallery, or click Upload a file (if you have a sample document), or click Start from a blank document. 

6. Once you select an option, the Live editor will appear:

7. Edit the template as you see fit. To insert placeholders (merge fields) into your document, position your cursor where you would like to insert the placeholder and double-click on the selected placeholder from the right sidepanel. 
8. Once you're done, click Save to save the template.
9. This takes you back to the Create document recipe panel. Click Save again. 

That's it: your new template will be immediately available in the DocuGen deal card:

Uninstall DocuGen

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