Sanka Templates for HubSpot (Sanka Docs for HubSpot) is a UI extension that exposes approved PDFs and slides inside HubSpot records. Sales and CS can grab the latest materials without leaving the CRM, keeping branding and messaging consistent.
Search and download in HubSpot: Surface templates on Deal and Company records, organized by use case.
Always up to date: Swap files in Sanka and HubSpot users automatically see the latest version.
Clear categories: Group proposals, cover letters, onboarding guides, and FAQs so teams pick the right asset quickly.
Governance and history: Control visibility in Sanka, track who updated templates, and reduce shadow copies.
Sharing proposals or pricing sheets during negotiations.
Sending onboarding checklists and how-to guides after contract signing.
Distributing CS reports or FAQ packs in a consistent format.
Publishing marketing kits for campaigns and events from one place.
Add the Sanka Templates card to HubSpot record pages and pull files without leaving the CRM.
Runs as a lightweight UI extension (no iFrame switches) for a smooth experience.
Template storage and updates stay in Sanka Docs; HubSpot acts as the delivery surface.
Reduces variation in proposals and guides, improving brand consistency and compliance.
Cuts time spent hunting for files or versioning them, speeding up customer responses.
Makes cross-team collaboration easier by sharing the same curated library.
