Make better use of your time by connecting your document workflows with client-book-crm

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

Connect DocHub to client-book-crm

Easily connect DocHub to client-book-crm 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 client-book-crm.

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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 client-book-crm 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 Client-book-crm

Are you getting frustrated each time you are forced to manually pull up or put together paperwork located around various locations? We have something that will make this task significantly easier for you. With DocHub, you can edit, annotate, and eSign documents and Connect your document workflows with Client-book-crm in mere seconds. The best thing is that you don’t need to download any software.

Follow these simple steps to Connect your document workflows with Client-book-crm:

  1. Log in to your existing account or create one.
  2. Go to Settings and configure the admin side of your account: create organization, import branding, customize data security settings, etc.
  3. Head back to your Dashboard and click New Document.
  4. From your Dashboard, select Client-book-crm from the importing options to enable the Client-book-crm integration with DocHub.
  5. Pick the file you want to import, open it in the editor, and fill it out.
  6. Select Export from the document menu and select the Client-book-crm integration with DocHub to save the completed form in Client-book-crm.
  7. Go ahead and try other integrations offered by 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 streamline their routing between different apps. Use DocHub to Connect your document workflows with Client-book-crm 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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No, you don't need to pay additionally to Connect your document workflows with Client-book-crm. 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 Client-book-crm's integration with DocHub and the Client-book-crm also supports it, the files will come through without any issues.
The option to Connect your document workflows with Client-book-crm 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.
Whenever you need to Connect your document workflows with Client-book-crm, 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.
The Client-book-crm integration with DocHub enables users to get more value from each solution. By connecting Client-book-crm 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.