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CompanyHub - Create PDF, Word, Excel Documents
CompanyHub connects with Documentero to turn CRM data into ready-to-use documents. When new companies, contacts, deals, or sales orders are created in CompanyHub, Documentero can automatically generate custom PDFs, Word files, or Excel sheets. This helps sales teams quickly produce quotes, contracts, and reports using their own templates. The integration works through API, Make, or Zapier for flexible automation.
CompanyHub
Documentero
Triggers
Watch New Company — Triggers when a new company has been created.
Watch New Contact — Triggers when a new contact has been created.
Watch New Deal — Triggers when a new deal has been created.
Watch New Quote — Triggers when a quote has been created.
Watch New Quote Product — Trigger when a new quote product has been created.
Watch New Record — Triggers when a new record on a specified table has been created.
Watch New Sales Order — Triggers when a new saler order has been created.
Watch New Sales Order Product — Triggers when a new sales order product has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from CompanyHub using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from CompanyHub using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF quotes from CompanyHub quote data
Create Word contracts from new deals in CompanyHub
Export sales order details from CompanyHub into Excel files
Produce client onboarding documents when a new company is added in CompanyHub
Generate sales performance reports from CompanyHub records
Create printable contact directories from new contacts in CompanyHub
Build custom invoices from CompanyHub sales order products
Export deal pipelines into formatted Word reports
Generate proposal documents directly from CompanyHub quote products
Create Excel summaries of new records from specified CompanyHub tables
How you can use CompanyHub + Documentero
Generate Quotes
Automatically create quote PDFs in Documentero whenever a new quote is added in CompanyHub.
Create Sales Contracts
Use new deal data from CompanyHub to generate tailored contract documents in Documentero.
Build Client Reports
Produce client summary reports in Word or PDF when a new company record is created in CompanyHub.
Export Sales Orders
Turn new sales orders from CompanyHub into formatted Excel or PDF documents using Documentero templates.
Prepare Contact Sheets
Generate contact information sheets in PDF when a new contact is added in CompanyHub.
Setup Guides
Zapier Tutorial: Integrate CompanyHub with Documentero
- Create a new Zap in Zapier.
- Add CompanyHub to the zap and choose one of the triggers (Watch New Company, Watch New Contact, Watch New Deal). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the CompanyHub trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate CompanyHub with Documentero
- Create a new scenario in Make.
- Add CompanyHub to the scenario and choose one of the triggers (Watch New Company, Watch New Contact, Watch New Deal). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the CompanyHub trigger.
- Run or schedule your scenario and verify the output.
