Documentation
FolioPDF docs
Short, plain-language guides for installing FolioPDF, making your first PDF, and getting every document to look like your brand. Built for sales teams, not engineers.
Install FolioPDF in HubSpot
A five-minute, one-time setup. You need to be a HubSpot admin.
Make your first PDF
Open a deal, click Generate, the PDF appears on the record. The whole product in one page.
Make every PDF look like yours
Set your logo and brand color once. Every PDF after that uses them automatically.
Template catalog
See every template that ships with FolioPDF and when to use it.
What we do with your data
Short answer: we keep almost nothing. Here is the long answer in plain English.
Something not working?
The handful of things that can trip people up, and how to fix them.
Can't find what you need?
We have 7 articles. If you're stuck, send us a note. A real human gets back to you fast.