Creating a Document from a Hubspot Template

Start on a Deal in HubSpot, click the Create document button in the Concord section of the right panel. 

1. Click Create document
2. Choose a title for your document
3. Select the template to use to generate your contract
4. Select the contacts with which you would like to share your contract
5. To share this contract with external colleagues, enter the email address manually in the text field in the modal
6. Click Share to share the contract with the people selected
7. Click Share and View to share and open the contract on a new tab
   
   
8. You are then able to edit the document in Concord.