Automate your Grant, R&D and Tax Advisory documents
Your clients have high expectations and tight deadlines. Why let tedious paperwork (ELs, NDAs etc) hold you up?
It’s time to reclaim control of your contracts.
Your clients have high expectations and tight deadlines. Why let tedious paperwork (ELs, NDAs etc) hold you up?
It’s time to reclaim control of your contracts.
Your existing templates become simple forms. Fill out the form and pull in data from your CRM or Companies House. Done.
Just click eSign and you can move onto the next task. No converting to PDF, uploading, emailing, printing or selecting where signatures go.
Your customers will love how easy and professional it is. You will love closing deals more quickly with less time spend on paperwork.
Experience “the ultimate tool for Grant, R&D and Tax advisors”
Begin interactive product tour ➜ Begin interactive product tour ➜Your clients want documents and deliverables yesterday. You want to make every touchpoint with them as painless as possible. And that starts with the initial NDA or Engagement Letter.
Imagine getting a bespoke contract over to them just minutes after a call (or whilst they’re still on the phone). Imagine how impressed they would be. Imagine how much more they would trust you and look forward to working with you.
Impress your clients and prospects with bespoke professional contracts delivered to them in minutes. Just pick your fee type and build your Engagement Letters without Word in seconds.
Printing, signing, scanning and emailing back? No. Bring a smile to your clients’ face with simple and seamless eSigning. It’s great for your conversion rates too!
Appended to every eSigned document is an eSigning Certificate, giving you peace of mind that it has been signed legally.
With smart integrations and step-by-step forms, you can be sure that your team are creating accurate and compliant documents every time. In minutes, not hours.
We automate all of the boring stuff, so you can focus on winning and completing the actual work. Rather than creating and reviewing simple, albeit necessary, documents.
Populate company names, registration numbers and registered address straight into your templates, directly from the Companies House register.
The latest template version will always be used. Minimising legal, compliance and reputational risks of using an out-of-date version.
Have complete oversight on the status of documents, with in-depth but easy to understand audit logs.
Trust and empower your employees to create important documents from a beautifully designed dashboard. Not only will they spend less time on admin, but they will enjoy the process of getting documents eSigned.
Train your team in minutes to create your most important documents. Intuitive, step-by-step forms will delight your employees and allow them to focus on more valuable tasks.
That’s right, you can now create, send and eSign bespoke contracts without the need for Microsoft Word, Google Docs or email. We automate everything for you.
Got templates, but not sure how to set them up? Do not worry, our expert concierge template set-up team will set them up for you – for free.
From an operational point of view, we always had to review key information. Now we know all the information in the contract is 100% correct. That makes a huge difference.
Using the templates you already have means you will be up and running in no time.
Slow to update and often have mistakes in them? We have all been there. How about simply answering questions and generating your bespoke ELs ready for eSigning in seconds?
Don’t wait hours to get an NDA over to your potential client. Send them your bespoke, pre-populated NDA straight after a call. They will appreciate your proactivity.
Use more bespoke Service Agreements? No problem. If you have a template, we can automate that too!
Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up.
Upload your template now ➜
I started my career at a Big 4 firm. Initially in audit, then followed by 3 years in corporate tax where I qualified with the Institute of Chartered Accountants of Scotland (ICAS).
Frustrated with creating Engagement Letters, I thought there had to be a better way to create repetitive documents. A way that ensured that latest template was always used, a way that pulled in the data from Companies House, a way that made it easy for our clients to sign and a way that wasn’t boring, complex or prone to human error.
That’s why we created Doc2. To allow professional B2B businesses all over the UK to create, send and eSign their Engagement Letters and NDAs in seconds.
No credit card required.
The 9-page "cheat sheet" is filled with great tips to help you automate your Engagement Letters today.
Download now Or watch the full Doc2 demo
