DocMergy

Generate personalised documents, spreadsheets and presentations straight from HubSpot workflows.

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CUSTOM INTEGRATIONS

Dynamically generate Documents &
Spreadsheets from data in HubSpot

This is an alternative to PandaDocs, Qwilr and the HubSpot Equivalent of Conga Composer (the top Salesforce Document Generation App).

Use DocMergy to automatically populate existing file templates in your Google Workspace or Office 365* with custom data straight from HubSpot. Personalise, streamline and scale your document generation, and avoid the admin and risks that come with manual processes.

Ensure complete brand compliance across the entire customer lifecycle by pulling personalised data into any template. Whether you need to generate deal-related documents like proposals, quotes and contracts, or create customised material like welcome packs and training guides — DocMergy will do all the heavy lifting. Even automate your monthly reports and other recurring documents so you never miss a beat. 

*currently supports Word, PowerPoint and Excel only

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The Benefits

 

 

Work the way you know

Work the way you know

Manage DocMergy documents without the need for additional platforms. This means your team can carry on working with the tools they know and love, without the hassle of learning a unique user interface.

Keep your data where you need it

Ensure that your files are stored in the right place, automatically populated with consistent naming conventions – find what you need, when and where you need it.

Keep your data where you need it
Save time and stress less

Save time and stress less

Copy & paste or find & replace? Eliminate these problematic manual processes and rest easy knowing you haven’t missed a thing with DocMergy.

Trusted by leading organisations around the globe

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FAQs

Is there a limit to the number of Micro Apps or integrations I can use? open close
  • You can use as many Micro Apps and Integrations as you want with Integration Glue. The pricing is based on usage only, so you will only be charged for the number of credits you use. 
  • Each integration is built custom and subject to an upfront cost — get in touch with the team to complete a discovery session to go through your unique integration requirements.
How can I determine if an integration or app will work with my systems? open close
  • Most Micro Apps are compatible with the pro version of HubSpot. However, it's always a good idea to check the app's compatibility requirements before installing it on your account.
  • Our team can help with discovery and scoping to ensure any custom integration we build will address your specific business needs and work with your existing systems.
What happens if an integration or Micro App isn't working correctly? open close
  • If you encounter issues with an integration or Micro App, please don't hesitate to reach out to our support team at support@integrationglue.com or via the chat feature on our website. Our team is here to help you resolve any issues and ensure that your integrations are working correctly.
How long does it take to set up a Micro App? open close
  • The time it takes to set up a Micro App depends on the complexity of the integration and the specific requirements of your business. However, our team is committed to providing a streamlined and efficient setup process to get your Micro App up and running as quickly as possible.
  • In many cases, you can install and configure the Micro App yourself. However, if you require additional support, you can contact a HubSpot professional services company — head to the HubSpot Partner Directory or contact us for additional support. They can assist with the installation and configuration of the Micro App.
Can you help me with custom integration? open close
  • Yes, we offer custom integrations that can be tailored to your business needs. Our team can work with you to get a good understanding of your requirements to create a solution that connects HubSpot to your other business critical systems. 
What level of support do you offer for Micro Apps? open close
  • We offer a range of support options for our Micro Apps, including email support and phone support during business hours — head to our “Contact Us” page for more details.
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