Home
Integrations
Accounting
Get all it takes to improve Planyard workflows through DocHub integration

Get all it takes to improve Planyard workflows through DocHub integration

Improve Planyard workflows through DocHub integration and efficiently manage your documents. Get more done in less time.

Create free account

Connect DocHub to Planyard

Easily connect DocHub to Planyard and start working on documents straight away. Set up the integration in minutes, no tech support needed.

Edit and annotate PDFs

Edit and annotate a PDF just like a Word document. Add text, images and drawings. Highlight or whiteout information and leave comments anywhere on the document.

Sign and collect eSignatures

Sign a document yourself and invite as many people as you need to get it signed. Set any order and get notified every time your document is completed.

Build PDF forms and templates

Take a static PDF and make it fillable by adding different types of fields. Share a form with others or turn it into a reusable template so anyone can sign and complete their own copy.

Customize and manage documents in one place

Save loads of time by consolidating PDF tools in one place. Edit, annotate, and share PDFs without having to leave Planyard.

Collaborate and share

Finalize documents faster. Invite others to view or edit. Share fillable forms and reusable templates to quickly get the data you need.

Ensure document security

Work confidently with DocHub's advanced security features like two-factor user authentication, document password protection, and more.

Collect eSignatures in a snap

Speed up the signing process with legally-binding eSignatures, role-based workflows, and quick status alerts that keep you in the loop.

Note: The DocHub integration with Planyard is not available yet. We created this page to find out whether the integration is in demand among our users. Once confirmed, we will add it as soon as possible. Please reach out to us for updates on the status of the integration.

Connect your favorite apps to DocHub

Use DocHub to edit, annotate, sign and share documents right from your favorite apps.

Get started for free

How to get started and Improve Planyard workflows through DocHub integration

Are you getting frustrated each time you are forced to manually pull up or bring together paperwork scattered around different locations? We have something that will make this task much easier for you. By using DocHub, you can edit, annotate, and eSign documents and Improve Planyard workflows through DocHub integration with a few mouse clicks. The best part is that you don’t need to install any software.

Follow these simple steps to Improve Planyard workflows through DocHub integration:

Sign in to your existing account or register one.
Go to Settings and take care of the admin part of your workspace: set up organization, import marketing assets, manage data security settings, etc.
Head back to your Dashboard and click New Document.
In your Dashboard, choose Planyard from the importing options to launch the Planyard integration with DocHub.
Pick the file you want to import, open it in the editor, and fill it out.
Choose Export from the document menu and select the Planyard integration with DocHub to store the completed form in Planyard.
Go ahead and try other integrations offered within DocHub.

Ease of use, powerful editing and signing capabilities, and versatility of integration options help DocHub stay ahead of the curve. Use our solution to enhance the quality of your forms and streamline their routing between different apps. Use DocHub to Improve Planyard workflows through DocHub integration and and get rid of the manual and inefficient operations in your workflows!

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Contact us

What file formats can I use when I Improve Planyard workflows through DocHub integration?

DocHub supports the following file formats: DOC, DOCX, XLS, TXT, PPT, and PPTX. As long as you use any of the listed formats for the Planyard's integration with DocHub and the Planyard also supports it, the files will come through without any issues.

Can I Improve Planyard workflows through DocHub integration and use other integrations at the same time?

Yes, you can Improve Planyard workflows through DocHub integration and, at the same time, connect as many integrations simultaneously as possible.

Are there any limitations on files I can transfer when I Improve Planyard workflows through DocHub integration?

There are no set limits regarding the number of files you can export or import when you Improve Planyard workflows through DocHub integration. However, please keep in mind that within the Free plan, you can process up to 2,000 documents. The restrictions also apply to eSignature, signature requests, email recipients, simultaneous signers, and fax pages.

Should I contact Planyard support team to be able to Improve Planyard workflows through DocHub integration?

No, there's absolutely no need to contact the Planyard representatives to Improve Planyard workflows through DocHub integration. You can do it by yourself from the convenience of your Dashboard or document. Please visit this page to learn more about getting started with integrations.

Can I take advantage of the option to Improve Planyard workflows through DocHub integration and then disable the integration?

Sure. After you select to Improve Planyard workflows through DocHub integration, you can sign out from the Planyard account you previously connected to and, thus, disable the integration.

Related integrations

Export documents from Shopify Bulk Products Editor to DocHub in clicks and watch your workflows move forward

Explore the easiest way to archive documents to Shopify Bulk Products Editor using DocHub integration

Try Shopify Mobile App Builder's integration with DocHub to save time and effort

Integrate DocHub with Shopify Mobile App Builder for more streamlined document management

Make better use of your time by connecting your document workflows with Shopify Mobile App Builder

Get all it takes to improve Shopify Mobile App Builder workflows through DocHub integration

Sync the apps instantly and import documents from Shopify Mobile App Builder to DocHub with ease

Save documents to Shopify Mobile App Builder using DocHub integration - easy to set up and run