Learn how to preview your document templates.
1. Find your company record and preview your template.
Go to your company’s record in HubSpot and click the arrow icon next to “Manage Templates” in the right sidebar or click Manage Templates in your CRM tab.
2. Choose the document you want to preview.
Click the document you want to preview and click the Preview button to visualize your template. In this example, we will use an Engagement Letter.
After clicking the arrow icon, you should see a yellow preview banner across the top of your document.
A generic document preview will appear — this is just to check if the template is working as it should. Your confidential information for the company will not yet be visible.
Note: As a best practice, do not publish your template before previewing it.
3. Create a live preview of this company and its unique record identifier.
Click the hyperlinked text in the preview mode banner. A search bar will appear — type in the company name. Select the name then click Apply Now.
You will now see that the live preview displays the data of the new record that you have selected.
Click the preview eye icon to return to your template in the Template Editor.
