Every deal documents itself.
Generate branded, print-perfect PDFs from a live URL, raw HTML, or a reusable template — and let your HubSpot workflows do the paperwork. Quotes, reports, and proposals with zero per-deal busywork.
Three steps, no fuss.
Design a template
Bind data fields visually, add dynamic tables and repeating headers — or just point at a URL or HTML.
Bind your data
Pull live values in — including contact, company, and deal fields from HubSpot.
Generate & file it
Produce an on-brand PDF and file it back on the HubSpot record, or fetch it from the API.
On-brand documents, generated for you.
From URL, HTML or template
Three ways to make a PDF — a live page, raw HTML, or a reusable design.
Visual template builder
Bind data fields, add dynamic tables, and set repeating headers — all visually.
On-brand by default
Your logo, fonts, and colors baked in, with “Page X of Y” across multi-page docs.
HubSpot automation
Merge live contact, company, and deal data straight from a workflow.
PDF library & stats
Every generated document stored, searchable, and counted.
REST API & webhooks
Generate PDFs from your own systems — sync or async with a webhook.
Let your CRM do the paperwork.
Trigger a PDF straight from a HubSpot workflow: Snaptryx merges live contact, company, and deal data into your branded template, then files the finished document right back on the record’s timeline — automatically, every time.
- Triggered from a HubSpot workflow
- Live contact / company / deal merge
- Filed back on the record automatically
Quotes, reports and proposals — without the busywork.
Quotes & proposals
Generate a branded quote the moment a deal reaches a stage.
Reports
Turn a live dashboard or URL into a shareable PDF report.
Invoices & statements
Merge data into a template and produce clean, consistent documents.
Contracts & agreements
Populate a template from your CRM and file it back automatically.
Branded exports
Give customers a print-perfect PDF version of any page.
Onboarding packs
Assemble a personalised welcome document from live account data.
Questions, answered.
Where can the PDF content come from?
A live URL, raw HTML you send, or a reusable template you design in the builder — whichever fits your workflow.
Can it pull data from HubSpot?
Yes. Trigger from a HubSpot workflow and Snaptryx merges live contact, company, and deal fields into your template, then files the finished PDF back on the record’s timeline.
Are the PDFs on-brand?
Yes — your logo, fonts, and colors are baked into the template, with repeating headers and “Page X of Y” for multi-page documents.
Is there an API?
Yes. Generate PDFs over the REST API — sync for light jobs, async with a webhook for heavy ones.
Do you store the generated PDFs?
Yes, in a PDF library with stats. Retention follows your plan.
Put the paperwork on autopilot.
Branded PDFs from a URL, HTML, or your CRM — generated and filed automatically. Free to start, no credit card.