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      DocMergy: General Information

      What is DocMergy?

      Streamline Your Document Workflow with DocMergy

      Take control of your document creation with DocMergy, the HubSpot Marketplace app that automates the process using your CRM data. Say goodbye to time-consuming copy-pasting and juggling different systems. With DocMergy, you can generate professional, personalized documents directly within HubSpot, using tools you already know—like Microsoft Word and Google Docs.

      Seamless Integration

      DocMergy integrates with Microsoft Word, Google Docs, and Google Slides, activating from any HubSpot Workflow. It automatically pulls in all properties from the initiating object record and any associated records—no additional configuration required.

      Easy to Use with Familiar Syntax

      DocMergy uses Jinja Template syntax, which is similar to HubSpot CMS's HubL. This means many statements, functions, and filters are compatible between DocMergy and HubL, making it easy to get started.

      In the example screenshot below, you can see how a DocMergy template in Office 365 works. Here, properties from a contact record that triggered a HubSpot Workflow will automatically replace placeholders within double curly braces.

      The term “object.” refers to the triggered record, filling in the relevant data

      Native HubSpot Property DocMergy Template

      Download this document and run it through DocMergy to see the features of DocMergy only using native HubSpot Properties.

      These document contains all of the features listed below based. Ones based on a contact trigger and ones based on a deal. 

      Native HubSpot Property DocMergy Template (Contact Based)
      Output example (what it would look like after gone through DocMergy: Contact Output Example


      Native HubSpot Property DocMergy Template (Deal Based)
      Output example (what it would look like after gone through DocMergy: Deal Output Example

      MS Word Supported Features

      DocMergy has full support for merge tags in those Word areas:

      • Features for DocMergy
        • Basic Tokens 
          • Basic Tokens with styling
          • Basic Tokens with formatting
          • Basic Tokens in text boxes
          • Basic Tokens in header & footer.    
        • Get Associated Objects
          • Get singular version  
          • For loop version  
          • For loop images 
        • Search By Unique IDs
          • Get singular version 
          • For loop version
          • For loop images   
        • If Branches
          • If 
          • If else 
          • if elif
          • if elif else
        • If Block Branches
          • Examples for normal text
          • Examples for in tables and
          • Examples for deleting images, tables and text boxes
        • Dynamic Images
        • Dynamic Hyperlinks  

       

      DocMergy does not currently support merge tags for: 

      • Text in Drawings created via Word

      Google Doc Supported Features

      DocMergy has full support for merge tags in those Google Doc areas:

      • Paragraphs
      • Tables

      DocMergy does not currently support merge tags for: 

      • Text Boxes
      • Dynamic Images
      • Dynamic Images in Tables
      • Dynamic Hyperlinks
      • Repeating/associated record data
      • Headers & footers
      • Text in Drawings created via Google Doc