PLF Internal Tool
Document
Generation Wizard
Generation Wizard
Generate legally-compliant, pre-filled documents from your HubSpot CRM records in minutes.
CRM Pre-fill
Auto-pulls contact & company data from HubSpot
Tracked Changes
Every field inserted as a reviewable tracked change
Word Output
Download a fully-formatted .docx instantly
Step 1 of 4
Choose Document
Select the document you want to generate.
Step 2 of 4
Select CRM Records
Enter the HubSpot record IDs for the parties in this document.
Preview — data to be pre-filled
Step 3 of 4
Complete the Details
CRM fields are pre-filled. Complete the remaining required fields then generate.
Completion
0%
Document Ready
Employment agreement for has been generated.
All inserted values appear as tracked changes in Word. Review with a lawyer, then use Accept All Changes to produce the final clean document.