// Documentation
Docs
Everything you need to connect your CRM, build your template library, and start sending branded proposals in under 20 minutes.
Getting Started
Create your account, connect your CRM, and authorize Gmail or Google Workspace. Estimated time: 5 minutes.
- Create your account
- Connect Pipedrive or HubSpot
- Authorize Google send
- Send your first test proposal
Templates
Build templates with AI generation or import designs you already have. Configure merge fields and brand assets.
- AI template generation
- Importing existing templates
- Merge field syntax reference
- Brand asset uploads
CRM Integration
How the sidebar widget works inside Pipedrive and HubSpot, and how deal fields map to template merge fields.
- Pipedrive setup guide
- HubSpot setup guide
- Field mapping
- Troubleshooting OAuth
Merge field reference
Merge fields use double-brace syntax and map directly to your CRM deal record fields.
| Field | Maps to | Example output |
|---|---|---|
{{first_name}} |
Contact first name | Jane |
{{company}} |
Organization name | Acme Lending Group |
{{deal_title}} |
Deal name in CRM | Refinance Q3 2026 |
{{deal_value}} |
Deal value / loan amount | $245,000 |
{{rep_name}} |
Sending rep full name | Michael Torres |
{{send_date}} |
Today's date | June 23, 2026 |
Custom fields from your CRM deal record are also supported. See the field mapping guide for details.
Can't find what you need?
Our full documentation is under active development. In the meantime, reach out and we’ll walk you through anything.
Contact support