Document-based workflows can consume a lot of your time and energy, no matter if you do them regularly or only from time to time. It doesn’t have to be. The truth is, it’s so easy to inject your workflows with extra productiveness and structure if you engage the proper solution - DocHub. Sophisticated enough to handle any document-connected task, our platform lets you adjust text, images, comments, collaborate on documents with other users, create fillable forms from scratch or templates, and electronically sign them. We even safeguard your information with industry-leading security and data protection certifications.
You can access DocHub editor from any location or device. Enjoy spending more time on creative and strategic tasks, and forget about tedious editing. Give DocHub a try today and see your Marketing Proposal workflow transform!
youre probably asking your customers a lot of information during onboarding like what are their goals whats their contact information or what are their brand colors you can use arrows forms inside of tasks to ask those questions and not have to worry about where the answers go theyll get synced directly in the HubSpot once those answers are submitted into the form they get sent directly into the associated properties on the HubSpot side so now you can see the brand colors right within this specific onboarding ticket once its in HubSpot the rest of your team has access to it you can use it inside of workflows or reports and you dont have to worry about missing information or creating data silos with customer information and back on the Arrow side you can always check this HubSpot panel to see that that data was synced and when it was last synced so here we can see the primary and secondary color that was synced over for this specific customer and this specific plan along with other
