Welcome to DocsHub Documentation
Everything you need to know about using DocsHub - the modern document editor with HubSpot integration and AI assistance.
Getting Started
Learn the basics and create your first document
Editor Features
Master all the powerful editing capabilities
Collaboration
Share and work together with your team
Integrations
Connect HubSpot, AI, and other tools
Templates & Export
Create templates and export in any format
What is DocsHub?
DocsHub is a modern document editor designed for teams that need more than just text editing. It combines the simplicity of a document editor with the power of your business tools, creating a unified workspace where your data and documents live together.
Key Features
Rich Document Editor
A powerful BlockNote-based editor with support for rich text formatting, tables, code blocks, callouts, and custom blocks. Create beautiful documents with an intuitive interface.
HubSpot CRM Integration
Seamlessly embed live HubSpot data into your documents. Display contacts, companies, deals, and custom objects directly in your content with real-time updates.
AI-Powered Assistant
Get help from advanced AI models including GPT-5, Claude, and Gemini. Write, edit, and enhance your documents with intelligent suggestions and automated tools.
Team Collaboration
Share documents with your team, set permissions, and collaborate in real-time. Organize documents in folders and manage access at the organization level.
Smart Templates
Create reusable templates for common document types. Save time with pre-built structures and automatically populated data fields.
Export & Integration
Export documents to multiple formats including PDF, HTML, Markdown, and HubSpot blog posts. Integrate with external tools via API and webhooks.
Enterprise Security
Built with security in mind. Features include encrypted data storage, granular permissions, audit logs, and SSO support for enterprise customers.
Common Use Cases
📊 Sales Proposals
Create dynamic proposals that pull live deal data from HubSpot, automatically updating pricing and product information.
📋 Meeting Notes
Document meetings with embedded contact records and AI-powered summaries. Link notes directly to HubSpot deals and contacts.
📝 Knowledge Base
Build internal documentation with live data feeds, ensuring your team always has access to the latest information.
🎯 Project Documentation
Create comprehensive project docs with Linear issue tracking, HubSpot customer data, and collaborative editing.
✍️ Content Creation
Write blog posts and marketing content with AI assistance, then export directly to HubSpot's CMS.
Getting Help
Need assistance?
- • Check our Getting Started Guide to learn the basics
- • Browse the documentation sections above
- • Contact support at [email protected]
- • Join our community forum for tips and discussions
Ready to get started?
Get Started