PDF CreateMate | Document Generation vs Salesmsg SMS Texting & Calling

Generate invoices, quotes, proposals, contracts, order confirmations and certificates from HubSpot — as PDF or Word. Works with contacts, companies, deals, tickets, orders, projects and custom objects.Say goodbye to the time-consuming and error-prone process of manually creating personalized PDF files. PDF CreateMate is the ultimate tool for generating personalized PDFs quickly and easily, by syncing HubSpot record properties and using them as placeholders in your document templates. With PDF CreateMate, you can automate the entire process and generate personalized PDF files for your HubSpot objects in seconds.Features:Supported Objects: Contact, Company, Deal, Ticket, Order, Project, Custom ObjectsAutomated Document Generation: Trigger PDF or DOCX generation from any HubSpot workflow — form submission, deal stage change, property update, or date-based condition. Documents are generated in seconds and saved directly to the HubSpot record.Electronic Signatures: Collect legally binding e-signatures directly from HubSpot. Signers click a link — no account needed. Supports single and dual signing, with the signed document saved back to HubSpot automatically.Google Drive Integration: Every generated document is synced to a Google Workspace Shared Drive automatically, kept flat or organized into Year / Month folders. No downloads or manual sorting needed.Template Builder: Build templates using Word (.docx), HTML, or fillable PDFs. Insert HubSpot properties as placeholders, add conditional blocks, line item tables on deal templates, dynamic images, QR codes, and more.Associated Records: Templates for contacts, companies, deals and tickets can read each other's data. Write {{company.name}} or {{contact.email}} in any of them and choose which record to use: the primary company, the newest record, or the one with an association label. No HubSpot sync properties needed.Conditional Content Blocks: Show or hide document sections based on any HubSpot property value. Use if / else logic to tailor content by deal stage, region, customer type, and more — automatically.Benefits:Save Time and Eliminate Errors: Automate the entire document creation process — no more manual copy-pasting of CRM data into templates.Keep Everything in HubSpot: Generated documents are saved back to the record automatically. Your team never needs to leave HubSpot.Professional Documents at Scale: Generate branded, personalized documents for every contact, company, deal, ticket, order or project — in seconds, not hours.How to Use:Install PDF CreateMate from the HubSpot App Marketplace.Register your account and connect your HubSpot portal.Build your document template by adding your company branding and inserting HubSpot property placeholders.Optional: Generate documents automatically with the PDF CreateMate workflow action.PDF CreateMate generates the document automatically when the workflow triggers, and saves it back to the HubSpot record.Conclusion:PDF CreateMate is the complete document automation solution for HubSpot — from generation to signature to storage. Stop creating documents manually and start automating. Install PDF CreateMate today and generate your first personalized document in minutes.

🏆 G2 TOP-RATED (See how Salesmsg compares to other HubSpot apps)Salesmsg now supports International SMS texting!It’s getting harder to grab your customers' attention.Cold calls are being ignored. Email open rates are down. Social media is inundated with the latest “just-went-viral” influencers.With all this noise, how do you get noticed?Answer: Just text them.On average, 98% of text messages are read within three minutes, and the average response rate is 45%—that's 8 times higher than email!Just by adding a few simple text messages to your marketing, sales, and CS, you can dramatically increase your chances of getting the attention your business needs to stand out.That’s exactly what Salesmsg does.Salesmsg is a simple, scalable platform connects to HubSpot and makes it easy to text and call your contacts.It takes 30 seconds to connect your HubSpot account to Salesmsg. Once you’re set up, you can send SMS broadcasts to your HubSpot contacts. You can add texts into your existing HubSpot workflows.Now, your leads and customers can text you back, making it easy for your sales, marketing, and support teams to engage, answer questions, and close deals—all through texting.The magic? You can do all this from inside HubSpot.Join over 2,000 HubSpot businesses already using Salesmsg to cut through the noise and grab their audience’s attention.What You Get With Salesmsg SMS Texting and CallingText Back And Forth. Effortlessly text your contacts from our app or right within your HubSpot account.Strong HubSpot Integration. With our seamless, native integration with HubSpot, you never have to leave the HubSpot app to send texts, or have conversations added to contact records. Plus, you can use over 30 properties from your HubSpot account to trigger workflows and customize your messages.Complete Automation. Automate texts from your workflows or as send them as broadcasts.Revenue Tracking. Track how much each text message generates with our built in revenue tracking for broadcasts.Local or Toll-Free Phone Numbers. Salesmsg can set you up with a number for texting. Search by area code to find the perfect local phone number, or choose a professional-looking toll-free number.Use Your Existing Business Landline. Keep your existing business landline number. If you like, Salesmsg can “turn on” texting for your business landline. It's magic. Try it!Built-in compliance. Our compliance engine makes sure you get properly registered with the mobile carriers for the best deliverability for your messages.Call From HubSpot. Call right from the HubSpot Contact, Deal, and Ticket record and track the activity on your timeline.Ringless Voicemail. Send a voicemail right to your contact’s inbox without having to disturb them.AI Assistant. Our built in AI makes writing and sending texts as easy as clicking a button. Suggest a message in the proper context, change the tone, or even clone your voice.HIPAA-ready and SOC 2 Type II certified. Whether you're handling patient data or enterprise-sensitive information, Salesmsg is built to meet the highest compliance standardsTry out Salesmsg today for 14 days FREE.Just click 'Install App' to get started.🏆 TOP-RATED (See our G2 reviews)