Create PDF document templates

The Settings → Document templates screen is where you create and manage the PDF templates that the Generate Document HubSpot workflow action renders. Each template defines the layout of a PDF and the contact properties to fill it with.

Opening Document templates

From the left navigation click Settings, then choose Document templates under the Integrations section of the settings sidebar. You need the Owner or Admin role to create, edit, or delete document templates. Members can view the list.

Building a template

A template has a Name and a Template JSON definition. The definition sets an optional document title and a list of blocks rendered top to bottom:

Block	Renders as
`heading`	A heading line
`paragraph`	A body text paragraph
`table`	A table built from rows of cells
`spacer`	Vertical whitespace between blocks

Insert contact properties anywhere in the title, heading text, paragraph text, or table cells with double-brace tokens in the contact.<property> form, such as {{contact.firstname}}. When the Generate Document action runs, Flowella replaces each token with the enrolled contact’s value.

{
  "title": "Letter for {{contact.firstname}}",
  "blocks": [
    { "type": "heading", "text": "Hello {{contact.firstname}}" },
    { "type": "paragraph", "text": "Email: {{contact.email}}" },
    { "type": "spacer" },
    {
      "type": "table",
      "rows": [
        ["Name", "{{contact.firstname}} {{contact.lastname}}"],
        ["Phone", "{{contact.phone}}"]
      ]
    }
  ]
}

Click Create template to save it. To change an existing template, pick it from the Templates list, edit the name or JSON, and click Save changes.

Using a template in HubSpot

Each row in the Templates list shows the template ID with a Copy ID button. Copy it and paste it into the Document template ID field of the Generate Document action in your HubSpot workflow. When the workflow runs, Flowella renders the template with the enrolled contact’s properties, saves the PDF to your HubSpot files, and returns the file URL and HubSpot file ID for later workflow steps. See Generate Document for the action’s full configuration.

Generate Document (HubSpot)

The workflow action that renders these templates.

AI Document Reader (HubSpot)

The companion action that reads documents into contact properties.

Get Started

Changelog

Essentials

Using the App

Settings

Meta & WhatsApp Setup

HubSpot Integration

Flows & Campaigns

Account & Sign-in

Security & Privacy

API Reference

Troubleshooting

Create PDF document templates

Opening Document templates

Building a template

Using a template in HubSpot

Generate Document (HubSpot)

AI Document Reader (HubSpot)

​Opening Document templates

​Building a template

​Using a template in HubSpot

​Related

Generate Document (HubSpot)

AI Document Reader (HubSpot)

Opening Document templates

Building a template

Using a template in HubSpot

Related