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Try 360 View CRM's integration with DocHub to save time and effort

Try 360 View CRM's integration with DocHub to save time and effort

Enhance your workflows with 360 View CRM's integration with DocHub

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Connect DocHub to 360 View CRM

Easily connect DocHub to 360 View CRM 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 360 View CRM.

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 360 View 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 start with the 360 View CRM integration with DocHub

Are you getting stressed out each time you need to manually pull up or bring together paperwork located around various locations? We have something that will make this task much easier for you. With the 360 View CRM integration with DocHub, you can edit, annotate, and eSign documents and transfer them between DocHub and 360 View CRM in mere seconds. The best thing is that you don’t need to download any software.

Follow these simple steps to kick off the 360 View CRM integration with DocHub:

Sign in to your existing account or register one.
Go to Settings and configure the administration part of your workspace: set up organization, import branding, customize data security settings, etc.
Head back to your Dashboard and click New Document.
In your Dashboard, choose 360 View CRM from the importing options to launch the 360 View CRM integration with DocHub.
Pick the file you want to transfer, open it in the editor, and fill it out.
Select Export from the document menu and select the 360 View CRM integration with DocHub to store the completed document in 360 View CRM.
Go ahead and try other integrations available by DocHub.

Ease of use, robust editing and signing features, and abundance of integration options help DocHub stay ahead of the curve. Use our solution to improve the quality of your forms and automate their routing between different programs. Try the 360 View CRM integration with DocHub now and get rid of 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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What file formats can I use for 360 View CRM's integration with DocHub?

DocHub supports the following file formats: DOC, DOCX, XLS, TXT, PPT, and PPTX. As long as you use any of the listed formats for 360 View CRM's integration with DocHub and 360 View CRM supports it, the files will come through without any issues.

Are there any limitations on files I can transfer with 360 View CRM's integration with DocHub?

There are no set limits regarding the number of files you can export or import using 360 View CRM'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.

Should I contact the 360 View CRM support team to install 360 View CRM's integration with DocHub?

No, there's no need to contact 360 View CRM representatives to set up your 360 View CRM'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.

Can I also use 360 View CRM's integration with DocHub to export documents along with its associated Audit trail?

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.

Can I disable 360 View CRM's integration with DocHub?

Sure. After you select to transfer the file via 360 View CRM's integration with DocHub, you can sign out from the 360 View CRM account through which you had previously connected.