Stop the download-edit-upload cycle. View, edit, and sign PDFs, DOCX, images, and Office files without leaving HubSpot. Convert files to PDF for complete editing, add eSignatures and watermarks, and collaborate with comments — all in one place.
View and edit PDFs, DOCX, images, and Office files directly in HubSpot. One consistent viewer for all file types across contacts, deals, companies, and tickets. No more unsupported formats or broken viewers.
Edit text, images, and layouts in PDFs; add watermarks; redact information; fill forms; and apply passwords with full-featured PDF editing — more powerful than standard web-based proposal builders.
Edit PDFs, add comments and annotations for team feedback, and save changes automatically for the next reviewer — all within HubSpot so your team stays on one platform.
Trigger PDF actions from HubSpot workflows. Automate redaction, watermarking, file conversion, security, and routing with native workflow actions that eliminate manual document tasks.
CAPABILITIES
View almost any file type, edit PDFs with professional tools, collaborate with your team, and add eSignatures — all embedded directly in HubSpot. Never download, edit locally, and reupload again.
View PDFs, DOCX, XLSX, PPTX, images, and Office files directly in HubSpot. Replace HubSpot’s inconsistent viewers with one unified, high-fidelity experience across all file attachments and documents.
Convert any file type to PDF with one click. Turn emails, documents, and images into standardized PDFs for sharing and archiving. Automate conversions through HubSpot workflows.
Edit text, images, and page layouts in PDFs with professional editing tools embedded in HubSpot — no need for Acrobat or third-party editors, and all changes save automatically.
Add electronic signatures with annotations, or trigger digital signing through workflows. Create legally binding signatures with audit trails. Handle internal approvals and external signing — all from HubSpot.
Add comments, highlights, watermarks, stamps, and markups to documents. Collaborate with sales, legal, and finance teams on contracts. All feedback stays attached to the document.
Trigger PDF processing from HubSpot workflows. Automate redaction, watermarking, passwords, file conversion, archiving, and routing with native workflow actions that go beyond HubSpot’s built-in tools.
Permanently redact sensitive information from PDFs and add custom watermarks for confidentiality. Automate redaction through workflows when deals reach specific stages, providing enterprise-grade protection.
Fill PDF forms directly in HubSpot, and apply password protection and view-only permissions, all with SOC 2-audited security and complete audit trails for compliance.
READY TO START
See how Nutrient unifies file viewing, PDF editing, and collaboration in HubSpot. Never download, edit locally, and reupload again. Everything stays in your workflow.
COMPARISON
See how our unified viewing, editing, and collaboration solution compares to proposal builders and HubSpot’s fragmented native tools.
| Proposal builders | Native HubSpot tools | Nutrient | |
|---|---|---|---|
| Unified file viewing (PDF, DOCX, Office files) | | Inconsistent/broken | |
| Complete PDF editing | Web editors only | | |
| Redaction and watermarking | | | |
| Workflow automation for PDFs | Requires Zapier | Very limited | |
| Annotations and collaboration | Export required | | |
| Electronic and digital signatures | | Broken integration | |
| Password protection and forms | | | |
Nutrient is the leading document technology provider. We power document workflows across Salesforce, ServiceNow, Power Platform, and HubSpot with the same enterprise-grade technology.
Trusted by Disney, UBS, IBM, Dropbox, Autodesk, Lufthansa, and thousands of other organizations — including Fortune 500s and governments — in more than 80 countries.
SOC 2-audited infrastructure with complete audit trails and enterprise security standards. Your documents stay secure within HubSpot with password protection, redaction, and view-only permissions built in.
We’ve built native integrations for Salesforce, ServiceNow, SharePoint, and Power Platform. Our deep understanding of CRM document workflows means you get a solution designed specifically for platform constraints and user needs.
Powered by Nutrient Web SDK and trusted by thousands of organizations worldwide, our battle-tested document technology delivers high-fidelity viewing, professional editing, and reliable performance at any scale.
TALK TO SALES
Discover how Nutrient unifies file viewing, PDF editing, collaboration, and workflow automation in HubSpot. End the download-edit-upload cycle for your entire team.
Nutrient for HubSpot is an embedded document viewing, editing, and collaboration solution. It replaces HubSpot’s inconsistent file viewers with a unified experience across all file types. Teams can view PDFs, DOCX, Office files, and images; edit PDFs with professional tools; add eSignatures; and collaborate — all without leaving HubSpot.
Nutrient embeds directly into HubSpot’s file attachment user interface (UI) across contacts, deals, companies, and tickets. Click any file to open it in our viewer. Edit PDFs and save changes back to HubSpot automatically. Trigger PDF processing actions from native HubSpot workflows for automated redaction, watermarking, and file conversion.
View PDFs, DOCX, XLSX, PPTX, images, and other Office files with high-fidelity rendering. Edit PDFs completely — text, images, layouts, and pages. DOCX files can be viewed directly or converted to PDF for editing. All edits save back to HubSpot as PDFs.
DOCX files open in the viewer with high-fidelity rendering. When you edit a DOCX file, it converts to PDF in the background for editing, and then saves back to HubSpot as a PDF. This ensures perfect layout fidelity and compatibility. For native DOCX authoring, our document authoring tool can be integrated on request.
Yes. Add electronic signatures through annotations for internal approvals, or trigger digital signing through workflows for legally binding external signatures with complete audit trails. Both options provide tracking and status updates. Unlike HubSpot’s broken Dropbox Sign integration, Nutrient’s signing workflows integrate seamlessly with HubSpot automation.
Yes. Nutrient adds native PDF workflow actions directly to HubSpot. Automatically trigger redaction, watermarking, file conversion, and password protection as deals reach specific stages — no Zapier or third-party tools needed.
