Frequently Asked Questions

Here are some answers to our customers most frequently asked questions.

What is a merge?

Documint uses the term merge to refer to the process of merging your data with your template to create a document.

In terms of usage, merges are only counted if they are done with active template. When you create documents with active templates, they are not branded and will count against your plan's merge allowance.

How do I remove the Documint brand from the bottom of my documents?

The Documint brand appears on inactive templates. You can remove the brand by going to your template and switching it to active (there is a toggle in the top-right corner). Keep in mind, documents created from active templates are counted towards your total merges, so we recommended keeping your template inactive while you are still building and testing them

How can I transfer my template to another account?

Currently we handle template transfers manually. Just contact us with the template ID and the account you want to transfer it to, and we will handle the rest.

Does the Documint-HubSpot extension support custom objects?

Yes. The Documint-Huspot extension supports custom objects. However due to some limitations with the HubSpot development environment, you can not currently launch the app from a custom object record. Instead, you would need to launch the app from a contact, company, deal, or ticket and then change the object type within the extension.

Additionally, the Documint-HubSpot extension can not currently support HubSpot workflows for custom objects.

For more information, please read the full documentation for our HubSpot integration.

How can I prevent elements from being split across pages?

In order to prevent your elements from splitting across page, click on the element, go to the properties tab, scroll down to the "Break Across Pages" option, and select "avoid". Your element will now be pushed down to the start of the next page if it does not fit.

Does Documint have an e-sign feature?

We are currently working on native e-sign functionality, but for now, we recommend integrating with SignNow for e-sign functionality. See e-signatures with SignNow on how to connect Documint to SignNow using Zapier.

How can I format my number as a currency?

To format your number as a currency, you can use the$numberformat function like so:

{{$number grand_total "$0,0.00"}} // 1800 will become $1,800.0

See the Formatting page for detailed information on formatting variables.

Can I import file formats like .pdf and .docx?

We currently do not have import options, but that is something we are working on and will notify users when available.

Can I create my documents as a .docx file?

Currently, documents can only be created as PDF files. However, you can use tools like Word and Adobe to convert your PDFs to DOCX.

Does Documint store my documents?

Documint stores created documents for 24 hours before automatically deleting them. To keep your documents, you'll need to download and store thems. For AirTable and HubSpot integrations, documents are stored directly within those applications' file systems when they are created.

Can I add a header that only appears on the first page?

While we don't currently support headers or footers specific to first or last pages, we are developing cover page functionality that will allow you to add dedicated pages at the beginning or end of your document.

Does Documint offer a discount for non-profits?

Yes we do! We offer a 40% discount on our paid plans for non-profits.

In order to qualify you will need to provide documentation verifying your non-profit status and the account you want the discount to apply to.