Try SalesforceIQ Inbox's integration with DocHub to save time and effort

Enhance your workflows with SalesforceIQ Inbox's integration with DocHub
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Connect DocHub

Connect DocHub to SalesforceIQ Inbox

Easily connect DocHub to SalesforceIQ Inbox 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 SalesforceIQ Inbox.

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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 SalesforceIQ Inbox 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 with the SalesforceIQ Inbox integration with DocHub

Are you getting stressed out each time you are forced to manually pull up or bring together paperwork scattered around various locations? We have something that will make this task much easier for you. With the SalesforceIQ Inbox integration with DocHub, you can edit, annotate, and eSign files and transfer them between DocHub and SalesforceIQ Inbox in mere seconds. The best part is that you don’t need to download any software.

Follow these simple steps to kick off the SalesforceIQ Inbox integration with DocHub:

  1. Sign in to your existing account or create one.
  2. Go to Settings and take care of the administration side of your workspace: set up organization, import branding, customize privacy settings, etc.
  3. Head back to your Dashboard and click New Document.
  4. In your Dashboard, select SalesforceIQ Inbox from the importing options to enable the SalesforceIQ Inbox integration with DocHub.
  5. Select the file you want to transfer, open it in the editor, and fill it out.
  6. Choose Export from the document menu and select the SalesforceIQ Inbox integration with DocHub to save the executed form in SalesforceIQ Inbox.
  7. Go ahead and try other integrations offered by DocHub.

Intuitiveness, powerful 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 documents and automate their routing between different programs. Try the SalesforceIQ Inbox integration with DocHub now 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.
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No, you don't need to pay additionally to use the SalesforceIQ Inbox's integration with DocHub. We have already included these integrations in your plan. Please visit this page to learn more about other features and tools with which your plan comes.
SalesforceIQ Inbox's integration with DocHub enables users to get more value from each solution. By connecting SalesforceIQ Inbox with our solution, you no longer need to switch between them or manually transfer files back and forth. It will make your document-based processes more streamlined and less time-consuming.
There are no set limits regarding the number of files you can export or import using SalesforceIQ Inbox's integration with 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.
No, there's no need to contact SalesforceIQ Inbox representatives to set up your SalesforceIQ Inbox's integration with DocHub. 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.
Sure. You just need to enable this option right after working with the document. Click on the menu icon in the top right corner, select Export, tick Audit trail → choose Export.