DocGen Guide 128 tools · prices checked 20 Oct 2026 Find my tool
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HubSpot to XLSX: 5 document generation tools

We list 5 tools that turn HubSpot data into an Excel workbook. Our order puts S-Docs, DocuGen and Matik at the top. Paid plans start at $25 a month with DocuGen.

Tools
5
With USD price
2, from $25
Free tier
1
Direct / via Zapier
4 / 1
Checked
20 Oct 2026
  1. 01
    S-Docs sdocs.com

    Salesforce-native document generation with e-sign and batch.

    Outputs PDF, DOCX, XLSX, PPTX, e-sign documents Template Visual builder Also reads Salesforce G2 4.7 (127)
    On request
  2. 02
    DocuGen docugen.io

    monday.com document generation app.

    Outputs DOCX, XLSX, PDF, e-sign documents Template Word Also reads monday.com G2 4.8 (62)
    $25 / mo, cheapest here
  3. 03
    Matik matik.ai

    Data-driven decks for QBRs and renewals.

    Outputs Google Slides, PPTX, DOCX, Google Docs, XLSX, PDF, email, HTML Template Google Docs Also reads Salesforce, Google Sheets G2 4.8 (56)
    On request
  4. 04
    Slideform slideform.co

    Reports from BI and app data into Slides, PPTX and Docs.

    Outputs Google Slides, PPTX, Google Docs, DOCX, PDF, XLSX, email Template Google Docs Also reads Salesforce, Google Sheets, Excel, Airtable
    Not published
  5. 05
    Plumsail Documents via Zapier plumsail.com

    Folder plan 200 docs/mo. Price $25/mo annual ($29 monthly) per Formester review; store page did not render amounts.

    Outputs PDF, DOCX, XLSX, PPTX Template Word Also reads Airtable, Google Sheets, Google Forms, Typeform +5
    $25 / mo

What differs for HubSpot

Each one maps HubSpot fields into a template and saves an Excel workbook; 2 of the 5 build that template in Word. Among them, 1 needs Zapier, Make or n8n to read HubSpot data, so it sits after the tools with a direct connection. A HubSpot workflow can start generation when a deal or contact changes, and most apps add a generate button to the record.

You can try 1 of them on a free tier. When the output is an Excel workbook, the most common use cases are proposals (4), invoices (3) and quotes (3). Prices were checked on 20 Oct 2026.

Nearby pages

Broader list: Document generation for HubSpot (27 tools).

Related lists: HubSpot to PDF (27 tools), HubSpot to e-sign documents (19), HubSpot to DOCX (12), HubSpot to PPTX (8), JSON API to XLSX (10), Salesforce to XLSX (9), Google Sheets to XLSX (6), Zapier, Make or n8n to XLSX (5).

How to generate PDFs from HubSpot: a step-by-step guide, updated 21 Oct 2026.

All tools, with filters for source, output, use case and price.

Not sure which one fits? Answer three questions and get three tools back, scored by the rules on the methodology page.

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