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in this video im going to show you how we use docHub and salesforce together in our consulting business my name is brian hayes im a salesforce and pardot consultant with rotiv were an official salesforce partner and we teach small businesses how to automate their processes now weve been using panadoc for a while and its really improved our workflow when it comes to proposals for our customers and really any sort of legal document that we might need a signature for so the first question is what is panadoc docHub is a document generation and e-signature tool it integrates with salesforce but its a separate company it has its own pricing structure its own support and all of that what its great for is extending the functionality of salesforce and generating documents based off salesforce data now we use panadoc in two different ways the first way is for documents that are generated by salesforce data that were going to be sending off to our clients most often these are proposa