New · Now in the HubSpot App Marketplace
Beautiful PDFs from your CRM data
FolioPDF turns the deals, contacts and line items already in your CRM into polished invoices, proposals and contracts. Pick a template, click generate, done.
Invoice #2026-041
Acme Corporation
Issued Apr 7, 2026 · Net 30
| Item | Qty | Total |
|---|---|---|
| Annual platform license | 1 | $24,000 |
| Onboarding & training | 1 | $3,500 |
| Premium support | 12 | $6,000 |
Pulled from
deal.acme-renewal-2026
Total due
$33,500.00
How it works
From CRM record to polished PDF in three steps
No data exports. No copy-paste. No design tools. FolioPDF lives inside the CRM your team already uses.
Pick a template
Start from a polished invoice, proposal, deal summary or contract.
Click generate
On any deal, contact or company in your CRM, hit "Generate PDF" and pick your theme.
PDF lives in your CRM
The finished document is attached to the record automatically, and shareable in one click.
Features
Everything sales teams need to ship documents
A focused toolkit for sales teams. Not a bloated design suite, just the features you actually need.
Designer-built templates
A library of proposals, offer letters, deal summaries and quote letters that already look like your best deck. No design work required.
Your brand, automatically
Set your logo and brand color once in settings. Every PDF anyone in your team makes after that uses them.
Live CRM data, every time
Click Generate and FolioPDF pulls the latest information off the record. No copy-paste, no stale numbers.
No per-document fees
Pay a flat monthly price. No per-document charges, just predictable pricing.
Lives inside HubSpot
The FolioPDF card sits on every deal, contact and quote. Your team never leaves the record to make a document.
Auto-attached to the record
Every PDF lands as a note on the record and in the HubSpot Files library. Nothing to download, nothing to upload.
Stop pasting deal data into Word docs.
Install FolioPDF in your CRM and generate your first branded PDF in under five minutes.