PDF Creation

Preparing your DOCx Template file

• How can I implement the current data into my PDF?
• How can I add pagination?
• How do I create my template?
• Is it possible to use a custom font?
• Can we use tables?
• Can I use text boxes?
• How do I create a signable template?
• Can I use a custom image inside my PDF?

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Data formatting

• How can I change the format of my numbers?
• How can I change the date format?

Triggering the PDF Creation in HubSpot

• How can I re-trigger the creation of a PDF?
• How can I trigger the creation of a PDF?
• Can we create PDFs on an automated schedule?
• When I re-push a contact through the workflow does the PDF get replaced?

Signatures

• How does the signature process work?
• What type of signature does PDF Createmate use?
• How does PDF signing work?
• How many people can sign a signature?

Setting up Template in PDF CreateMate

• How do I import my DOCx template into PDF Createmate?