Make better use of your time by connecting your document workflows with Salesforce Snap-Ins

Connect your document workflows with Salesforce Snap-Ins to improve your productivity. Cut down on manual processes and milestones in your tasks faster.
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Connect DocHub

Connect DocHub to Salesforce Snap-Ins

Easily connect DocHub to Salesforce Snap-Ins 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 Salesforce Snap-Ins.

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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 Salesforce Snap-Ins 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 Salesforce Snap-Ins

Are you getting frustrated each time you are forced to manually pull up or put together documents scattered around different locations? We have something that will make process much easier for you. By using DocHub, you can edit, annotate, and eSign documents and Connect your document workflows with Salesforce Snap-Ins with a few mouse clicks. The best thing is that you don’t need to install any software.

Follow these simple steps to Connect your document workflows with Salesforce Snap-Ins:

  1. Log in to your existing account or register one.
  2. Go to Settings and configure the administration side of your account: create organization, add marketing assets, manage privacy settings, etc.
  3. Go back to your Dashboard and click New Document.
  4. In your Dashboard, choose Salesforce Snap-Ins from the importing options to enable the Salesforce Snap-Ins integration with DocHub.
  5. Select the file you want to import, open it in the editor, and complete it.
  6. Choose Export from the document menu and choose the Salesforce Snap-Ins integration with DocHub to save the completed form in Salesforce Snap-Ins.
  7. Go ahead and try other integrations available by DocHub.

Ease of use, robust editing and signing features, and versatility of integration options help DocHub stay ahead of the curve. Use our tool to improve the quality of your documents and streamline their routing between different apps. Use DocHub to Connect your document workflows with Salesforce Snap-Ins and and eliminate 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.
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The option to Connect your document workflows with Salesforce Snap-Ins is one of the ways you can enhance and supercharge the Salesforce Snap-Ins 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.
The option to Connect your document workflows with Salesforce Snap-Ins 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.
The Salesforce Snap-Ins integration with DocHub enables users to get more value from each solution. By connecting Salesforce Snap-Ins 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.
Whenever you need to Connect your document workflows with Salesforce Snap-Ins, you can log in to your Salesforce Snap-Ins account once, and the system will automatically save your login information. In this way, you don't have to re-type it again.
Sure. After you select to Connect your document workflows with Salesforce Snap-Ins, you can sign out from the Salesforce Snap-Ins account you previously connected to and, thus, disable the integration.