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Make better use of your time by connecting your document workflows with Planday

Make better use of your time by connecting your document workflows with Planday

Connect your document workflows with Planday to improve your productivity. Cut down on manual processes and milestones in your tasks faster.

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Note: The DocHub integration with Planday 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 DocHub to Planday

Easily connect DocHub to Planday 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 Planday.

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.

Connect your favorite applications to DocHub

Use DocHub to edit, annotate, sign, and share documents directly from your favorite applications.

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How to get started and Connect your document workflows with Planday

Are you getting frustrated each time you need to manually pull up or bring together documents scattered around various locations? We have something that will make this task much easier for you. By using DocHub, you can edit, annotate, and eSign files and Connect your document workflows with Planday with a few mouse clicks. The best part is that you don’t need to install any software.

Follow these simple steps to Connect your document workflows with Planday:

Log in to your existing account or create one.
Navigate to Settings and configure the admin side of your workspace: set up organization, add marketing assets, customize data security settings, etc.
Head back to your Dashboard and click New Document.
From your Dashboard, choose Planday from the importing options to launch the Planday integration with DocHub.
Select the document you want to transfer, open it in the editor, and complete it.
Choose Export from the document menu and select the Planday integration with DocHub to store the completed form in Planday.
Go ahead and try other integrations offered by DocHub.

Intuitiveness, 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 documents and streamline their routing between different programs. Use DocHub to Connect your document workflows with Planday and and eliminate the manual and inefficient processes in your workflows!

Got questions?

Here 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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Can I Connect your document workflows with Planday?

The option to Connect your document workflows with Planday is one of the ways you can enhance and supercharge the Planday core functionality. You don't need to jump through hoops to get it up and running. The installation takes a few minutes and doesn't require special tech skills or software downloads.

How do I add the ability to Connect your document workflows with Planday?

If you'd like to Connect your document workflows with Planday, it's easy and can be done directly from your dashboard or file settings. If you wish to import files from storage or apps that you use, 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.

Is it safe to Connect your document workflows with Planday?

Whenever you need to Connect your document workflows with Planday, 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.

Are there any limitations on files I can transfer when I Connect your document workflows with Planday?

There are no set limits regarding the number of files you can export or import when you Connect your document workflows with Planday. 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.

Do I need an existing account with Planday to Connect your document workflows with Planday?

Yes, you must have an existing account with Planday to Connect your document workflows with Planday. It also applies to other solutions with which DocHub integrates.