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Sync the apps instantly and import documents from Salesforce CPQ to DocHub with ease

Sync the apps instantly and import documents from Salesforce CPQ to DocHub with ease

Import documents from Salesforce CPQ to DocHub. Supercharge your workflows with native DocHub integrations.

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Note: The DocHub integration with Salesforce CPQ 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 DocHub to Salesforce CPQ

Easily connect DocHub to Salesforce CPQ 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 Salesforce CPQ.

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.

Connect your favorite applications to DocHub

Use DocHub to edit, annotate, sign, and share documents directly from your favorite applications.

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How to Import documents from Salesforce CPQ to DocHub

Are you getting frustrated each time you need to manually pull up or put together paperwork scattered around various locations? We have something that will make this task significantly easier for you. By using the Salesforce CPQ integration with DocHub, you can edit, annotate, and eSign documents and Import documents from Salesforce CPQ to DocHub with a few mouse clicks. The best thing is that you don’t need to download any software.

Follow these simple steps to Import documents from Salesforce CPQ to DocHub:

Log in to your existing account or register one.
Head to Settings and take care of the administration side of your workspace: create organization, import marketing assets, customize data security settings, etc.
Go back to your Dashboard and click New Document.
In your Dashboard, choose Salesforce CPQ from the importing options to enable the integration.
Choose the file(s) you want to transfer and Import documents from Salesforce CPQ to DocHub.
Edit and eSign, annotate your document(s) and import or share them with other parties.

Ease of use, robust editing and signing capabilities, and versatility 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. Try DocHub integrations and Import documents from Salesforce CPQ to DocHub effortlessly!

Got questions?

Here 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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Can I Import documents from Salesforce CPQ to DocHub?

The option to Import documents from Salesforce CPQ to DocHub is one of the ways you can enhance and supercharge the Salesforce CPQ core functionality. You don't need to jump through hoops to get it up and running. The installation takes a few minutes and doesn't require special tech skills or software downloads.

How do I add the ability to Import documents from Salesforce CPQ to DocHub?

If you'd like to Import documents from Salesforce CPQ to DocHub, it's easy and can be done directly from your dashboard or file settings. If you wish to import files from storage or apps that you use, simply sign in to your DocHub account, select the integration of your choice and connect it to DocHub. If you wish to reverse the process and send files to external apps, click Menu → Download/Export.. → select the integration.

Can I get help as I Import documents from Salesforce CPQ to DocHub?

Please visit the DocHub Support Center for themed articles and FAQs. If you don't find the answer to your question on Salesforce CPQ's integration with DocHub or would like to submit an integration request, please use this online form or email it to support@dochub.com.

Are there any limitations on files I can transfer when I Import documents from Salesforce CPQ to DocHub?

There are no set limits regarding the number of files you can export or import when you Import documents from Salesforce CPQ to DocHub. 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.

Can I take advantage of the option to Import documents from Salesforce CPQ to DocHub and then disable the integration?

Sure. After you select to Import documents from Salesforce CPQ to DocHub, you can sign out from the Salesforce CPQ account you previously connected to and, thus, disable the integration.