Try client-book-crm's integration with DocHub to save time and effort

Enhance your workflows with client-book-crm's integration with DocHub
DocHub logo

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.

benefit card decoration
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.

benefit card decoration
!
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.
Get started for free

How to start with the Client-book-crm integration with DocHub

Are you getting frustrated each time you need to manually pull up or bring together documents scattered around different locations? We have something that will make this task much easier for you. By using the Client-book-crm integration with DocHub, you can edit, annotate, and eSign documents and move them between DocHub and Client-book-crm with a few mouse clicks. The best thing is that you don’t need to download any software.

Follow these simple steps to start with the Client-book-crm integration with DocHub:

  1. Log in to your existing account or register one.
  2. Head to Settings and configure the admin side of your account: set up organization, import branding, customize privacy 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. Select 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 document in Client-book-crm.
  7. Go ahead and try other integrations offered within DocHub.

Intuitiveness, powerful editing and signing features, and abundance of integration options help DocHub stay ahead of the curve. Use our tool to enhance the quality of your documents and automate their routing between different apps. Try the Client-book-crm 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.
Contact us
Whether you want to add the Client-book-crm's integration with DocHub or any other available option, it's easy and can be done directly from your dashboard or file settings. If you wish to import files from storage or apps, 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.
DocHub supports the following file formats: DOC, DOCX, XLS, TXT, PPT, and PPTX. As long as you use any of the listed formats for Client-book-crm's integration with DocHub and Client-book-crm supports it, the files will come through without any issues.
No, there's no need to contact Client-book-crm representatives to set up your Client-book-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.
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.
Sure. After you select to transfer the file via Client-book-crm's integration with DocHub, you can sign out from the Client-book-crm account through which you had previously connected.