In the hectic day-to-day lives of sales teams, business developers, and marketing experts, many challenges need to be overcome. One of the biggest is the efficient creation and management of quotes. Without the right solution, this process can be time-consuming and nerve-wracking. That's where ChiliDocs® comes in – our latest HubSpot integration designed to streamline this process.
Imagine you are a sales manager and need to create a customized offer for an important customer. All relevant information is already in your HubSpot CRM – from the company information to the contact details to the deal data. But instead of being able to simply export this data and insert it into an appealing document, you have to laboriously gather it together and manually transfer it into a template. This not only costs valuable time but also carries the risk of errors.
With ChiliDocs® we offer an elegant solution to this problem. ChiliDocs® allows you to export data directly from your HubSpot CRM and integrate it seamlessly into a Word template. The tool works in a similar way to mail merge in MS Word: you equip your document with the necessary control characters and place it in the HubSpot file manager.
As soon as you open a deal in HubSpot, you will find the CRM card for ChiliDocs® in the right-hand column. Click on the "Create Quote" button to open a window in which you can select the desired template. The Word document is created within a few seconds and you can edit and save it as usual.
ChiliDocs® is now listed in the HubSpot Marketplace and can easily be installed in your HubSpot profile. After installation, a two-week free trial period starts and the ChiliDocs® integration is immediately available for you to use.
You will see a new folder in the HubSpot FileManager: "ChiliDocs®-Templates". You can upload unlimited templates to this folder to create personalized documents at the touch of a button. What do you need to do? Add so-called control elements to an existing standard document, such as an offer or a contract. These control elements ensure that the relevant contact, customer, company, and deal information is implemented directly from the HubSpot CRM into the template. Once you have prepared everything, you can create quotes and other relevant documents in seconds thanks to ChiliDocs®. You can then download the created documents as Word or PDF files.
ChiliDocs® revolutionizes the quotation process for companies using HubSpot. With just a few clicks, you can create personalized and professional quotes without wasting valuable time. Say goodbye to manual input and hello to a new era of efficiency.
The best thing about it: To use ChiliDocs® everything you need is a HubSpot portal with at least a Starter license. An MS Word version from 2007 is also required. This makes it child's play to create personalized documents in no time.