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


Revolutionizing Document Automation

  • DocMergy fully integrates with HubSpot, leveraging workflows to automate document creation based on CRM activities and engagement.
  • Effortlessly manage documents in familiar platforms like Microsoft Word and Google Docs.
  • No more cumbersome file management in unfamiliar systems - use the tools you already know and love!

Cost-Effective and Scalable

  • Pay for what you use: pricing is based on the number and length of documents generated, not the number of users.
  • Ideal for teams of any size - scales with the value it delivers to your business.

Powerful and User-Friendly Features

  • Generate documents from any HubSpot object or field.
  • Incorporate advanced formatting, calculations, and looped sections.
  • Include dynamic images and links directly from your CRM.
  • Rapid token addition to documents simplifies template creation.
  • Get started in minutes: intuitive setup and operation.

How It Works

  1. Create: Draft your document in your preferred office suite, adding personalisation tokens.
  2. Automate: Set up a HubSpot workflow that triggers document generation.
  3. Generate: Upon workflow activation, your document populates with CRM data and is stored in HubSpot.

Extend Your Capabilities

  • Integrate with tools for advanced calculations, QR codes, PDF generation, transactional emails, DocuSign, and more.
  • Enhance document management with SharePoint and Google Drive integrations.

Streamline Your Document Creation with DocMergy

Do you frequently customize standard files with specific clients, projects, or related data? DocMergy simplifies your workflow by automatically generating documents and creating PDFs directly from HubSpot data. This process significantly reduces administrative hours, minimizes errors, and ensures consistency across all documents. Enhance your communication by attaching these files to transactional emails for a more integrated experience.

Leverage DocMergy for a Wide Range of Documents

Whether it's tailoring a proposal with project-specific details or personalizing a welcome pack for a new client, DocMergy is your go-to solution for infusing standard documents with relevant, personalized data.

  • Contracts
  • Quotes
  • Proposals
  • Training Guides
  • Monthly Reports
  • Project Deliverables
  • Onboarding Guides
  • Welcome Packs
  • Or any other Standard Document or File that you need to Personalise 

Why Choose DocMergy?

  • Eliminate manual copy-pasting and tedious admin tasks.
  • Ensure higher quality and consistency in your documents, maintaining professional standards across all communications.
  • Never risk the errors of copying and pasting or accidentally leaving in a previous client's reference in a new document.
  • Focus on what truly matters, letting DocMergy handle the "boring stuff" with efficiency and ease.

Transform your document workflow with DocMergy - the smart choice for modern, productive businesses.


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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