Getting Started

Creating your first PDF

• How can I use workflows to automatically generate PDFs?
• How do I create my first PDF step by step?

HubSpot objects

• What Hubspot license do we need in order to sync associated objects?
• Can we use data from line items?
• Can I use HubSpot custom objects?
• Which HubSpot objects are supported?
• How can I sync object properties?
• Can I use data from associated objects?

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Can we get a demo and/or can you help me setting everything up?

• Can we get a demo and/or can you help me setting everything up?

Requirements

• Does PDF Createmate also work with other tools than HubSpot?
• What HubSpot license do I need?
• What tools do I need?

Connecting HubSpot

• What data access does PDF Createmate require from my HubSpot account?
• How do I connect HubSpot to PDF Createmate?

Limitations

• Is it possible to merge PDFs within PDF Createmate?
• Can I use Google Documents such as Docs, Sheets and Presentations?
• Is there a limit on how many properties we can use when generating a PDF?
• What are the limitations on how many PDFs we can store?
• Is it possible to create PDFs based on other PDFs?
• Is it possible to have conditional properties?
• Can I export a form submitted by the customer as a PDF file?
• Can I export dashboards or reports as PDFs?

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