Make better use of your time by connecting your document workflows with CiviCRM

Connect your document workflows with CiviCRM to improve your productivity. Cut down on manual processes and milestones in your tasks faster.
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Connect DocHub

Connect DocHub to CiviCRM

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

Edit PDFs

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 eSignatures

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

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 CiviCRM.

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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.

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Note: The DocHub integration with CiviCRM 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.
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How to get started and Connect your document workflows with CiviCRM

Are you getting stressed out each time you need to manually pull up or put together documents located around various locations? We have something that will make process significantly easier for you. With DocHub, you can edit, annotate, and eSign files and Connect your document workflows with CiviCRM in mere seconds. The best part is that you don’t need to install any software.

Follow these simple steps to Connect your document workflows with CiviCRM:

  1. Log in to your existing account or register one.
  2. Navigate to Settings and take care of the administration part of your account: create organization, add marketing assets, customize data security settings, etc.
  3. Go back to your Dashboard and click New Document.
  4. In your Dashboard, select CiviCRM from the importing options to enable the CiviCRM integration with DocHub.
  5. Select the document you want to import, open it in the editor, and complete it.
  6. Select Export from the document menu and choose the CiviCRM integration with DocHub to store the completed document in CiviCRM.
  7. Go ahead and try other integrations offered within DocHub.

Intuitiveness, powerful editing and signing features, and abundance of integration options help DocHub stay ahead of the curve. Use our tool to improve the quality of your forms and automate their routing between different apps. Use DocHub to Connect your document workflows with CiviCRM and and eliminate 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.
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No, you don't need to pay additionally to Connect your document workflows with CiviCRM. Your plan already includes integrations. Please visit this page to learn more about other features and tools included in your plan.
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 CiviCRM's integration with DocHub and the CiviCRM also supports it, the files will come through without any issues.
The option to Connect your document workflows with CiviCRM comes under both Free and PRO plans. However, if you'd like to test DocHub's advanced features, you're more than welcome to sign up for a 30-day free trial.
Yes, you can Connect your document workflows with CiviCRM and, at the same time, connect as many integrations simultaneously as possible.
Sure. After you select to Connect your document workflows with CiviCRM, you can sign out from the CiviCRM account you previously connected to and, thus, disable the integration.