---
title: Creating a Document from a HubSpot Template
description: Creating a Document from a HubSpot Template
---

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# Creating a Document from a HubSpot Template

### Start on a Deal, Company, or Contact in HubSpot, and click the **Create document** button in the Concord section of the right panel.

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-05-20%20at%2011-48-08%E2%80%AFAM-png.png?width=439&height=212&name=Screenshot%202024-05-20%20at%2011-48-08%E2%80%AFAM-png.png)

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. Select either **Invite now** or **Invite later  
   ![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-05-20%20at%2011-40-19%E2%80%AFAM-png.png?width=206&height=99&name=Screenshot%202024-05-20%20at%2011-40-19%E2%80%AFAM-png.png)**
7. Select **Invite later** to create the document without sharing, or select **Invite now** to share the document as soon as it's created.
8. Click **Create** to create the document, or click **Create and View** to create the document and open it in a new tab (and share it if you've selected Invite now).
   
   ![](https://help.concord.app/hs-fs/hubfs/Hubspot%20Concord%20Integration%20Modul%20Update%20May%202024-png.png?width=688&height=310&name=Hubspot%20Concord%20Integration%20Modul%20Update%20May%202024-png.png)
9. You are then able to edit the document in Concord.

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