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What is HubSpot PDF Generator?

Sometimes, keeping a detailed record is crucial. You can easily generate styled PDFs using your HubSpot data, which effectively share form submission information with both clients and team members. These PDFs are particularly useful in sharing details about potential clients with agents, generating documentation for business inquiries, or simply keeping a record of submissions for future reference. The custom module significantly improves the experience for your clients by offering them an instant, printable document that summarizes their requests submitted through your website. Begin by crafting a PDF form document to serve as your template, complete with designated form fields. While most of these fields can be edited, you have the flexibility to mark some as read-only to prevent any modifications. It is essential that each form field has a distinct name for easy identification. When using Adobe Acrobat PDF, you will see that these form fields follow a specific format. To create a PDF, just select the name of your template from the available list, and it will be promptly prepared for use. This streamlined procedure not only simplifies client interactions but also enhances the management of essential documentation, making it an invaluable tool for any business.

What is DynamicDocs Excel Add-in?

The DynamicDocs Excel Add-in simplifies the process of generating PDF files directly from Excel spreadsheets. This functionality is facilitated through the DynamicDocs Python API. Users of Excel can utilize the add-in to format their data and convert it into JSON (JavaScript Object Notation). Once formatted, they can invoke the API through the add-in's ribbon by using specially designed functions or buttons. Successfully generated documents are subsequently saved in a folder chosen by the user, allowing for easy access and organization of their files. This seamless integration enhances productivity for those who frequently work with document conversion.

Media

Media

No images available

Integrations Supported

Adobe Acrobat
Adobe Acrobat Reader
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel

Integrations Supported

Adobe Acrobat
Adobe Acrobat Reader
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

$9.99 per month
Free Trial Offered?
Free Version

Pricing Information

$49.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ManoByte

Company Location

United States

Company Website

www.manobyte.com/pdf-generator-overview

Company Facts

Organization Name

ADVICEment

Date Founded

2013

Company Location

South Africa

Company Website

advicement.io

Categories and Features

Categories and Features

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