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Integrate DocHub with salesmate for more streamlined document management

Integrate DocHub with salesmate for more streamlined document management

Integrate DocHub with salesmate and squeeze the maximum of your document-driven processes. Sync data faster across the solutions you love and use.

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Connect DocHub to salesmate

Easily connect DocHub to salesmate 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 salesmate.

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 salesmate 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 Integrate DocHub with Salesmate

Are you getting stressed out each time you are forced to manually pull up or put together paperwork scattered around different locations? We have something that will make this task much easier for you. With DocHub, you can edit, annotate, and eSign files and Integrate DocHub with Salesmate in mere seconds. The best thing is that you don’t need to download any software.

Follow these simple steps to Integrate DocHub with Salesmate:

Sign in to your existing account or register one.
Go to Settings and take care of the admin part of your workspace: create organization, import marketing assets, customize data security settings, etc.
Head back to your Dashboard and click New Document.
From your Dashboard, choose Salesmate from the importing options to launch the Salesmate integration with DocHub.
Select the file you want to transfer, open it in the editor, and fill it out.
Select Export from the document menu and choose the Salesmate integration with DocHub to store the executed form in Salesmate.
Go ahead and try other integrations offered by DocHub.

Intuitiveness, 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. Use DocHub to Integrate DocHub with Salesmate and and eliminate the manual and inefficient processes 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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Do I need to pay extra to Integrate DocHub with Salesmate?

No, you don't need to pay additionally to Integrate DocHub with Salesmate. Your plan already includes integrations. Please visit this page to learn more about other features and tools included in your plan.

Can I get help as I Integrate DocHub with Salesmate?

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

Is it safe to Integrate DocHub with Salesmate?

Whenever you need to Integrate DocHub with Salesmate, we ensure that your interactions with documents are protected end-to-end, which prevents unauthorized third parties from accessing your data. Also, DocHub is CCPA, GDPR, PCI DSS, and HIPPA compliant, making it a go-to document management solution for companies across different industries.

Should I contact Salesmate support team to be able to Integrate DocHub with Salesmate?

No, there's absolutely no need to contact the Salesmate representatives to Integrate DocHub with Salesmate. 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.

Do I need to provide my Salesmate login credentials every time I need to Integrate DocHub with Salesmate?

Whenever you need to Integrate DocHub with Salesmate, you can log in to your Salesmate account once, and the system will automatically save your login information. In this way, you don't have to re-type it again.