What you can do
- 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.
Typical scenarios
- 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.
How the extension works
- 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.
Benefits
- 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.