Create Introducer Agreements (IAs)

Create, send and eSign your Introducer Agreement documents in under 30 seconds. Ensure your documents are managed effectively.

Try for free

Create your agreements
in seconds

Your existing templates become simple forms. Fill out the form and pull in data from your CRM or Companies House. Done.

Send to client with
a single click

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 eSign
with ease

Your customers will love how easy and professional it is. You will love closing deals more quickly with less time spend on paperwork.

Andy Munson

Managing Director, Yorvik Business Finance

To do a Terms of Business previously took 10 minutes, now they’re done in 30 seconds. Thinking about the volume of clients we have, Doc2 makes a massive saving on a weekly basis.

Read our story

Download 7 Microsoft Word automation tips

If you have a template Introducer Agreement and want to learn some simple and quick-to-action automation tips, download this 9 page PDF today.

Download PDF Or try Doc2 for free with your own template

Created in seconds. eSigned with ease.

Introducer Agreements are simple but important documents to have in place when a business model is reliant on introducers for new clients. An Introducer Agreement sent over quickly and professionally to the potential introducer will ensure a smooth start to your business relationship.

Professional every time

Created without the need for a Word processor. Your Introducer Agreements will be sent quickly and professionally to your clients.
1-Click eSigning

No more printing, signing, scanning and emailing back. Simple, intuitive and seamless eSigning means Introducer Agreements can be eSigned and filed in no time.
Document Storage

Introducer Agreements are indexed and automatically saved into the cloud. Meaning you can locate and use them at the click of a button.

Begin interactive product tour ➜

We're already saving businesses in these industries time and money

R&D Tax Advisory

Grant Advisory

Accounting

Private Finance

Waste Management

SaaS & Technology

Energy

Consultancy

Introducer Agreements created form your templates without the fuss

Document storage and data

Introducer Agreement documents can be stored and filed all in one place and easily found when required. Data across all of your agreements can also be downloaded in a CSV file giving you complete oversight.

Integrated eSigning

Send your Introducer Agreements to be eSigned with a click. Clients follow the unique link and simply type their name to eSign.

User friendly interface

Navigating Doc2 is easy. It is beautifully designed, so you can create, send and eSign Introducer Agreements in seconds.

FAQs

What is an Introducer Agreement?

An Introducer Agreement is an agreement between two parties to define the terms on which introductions may be made from one party to the other. Usually including any fixed fees, commissions and the duration of the agreement.

Who uses Introducer Agreements?

Businesses that have a network of individuals to provide qualified leads through introductions such as accountants, lawyers, and other B2B service businesses will use Introducer Agreements.

How does Doc2 automate my Introducer Agreements?

Doc2 takes your existing Introducer Agreement template and turns it into a series of questions. Agreements are then created by answering these questions. Making it quicker and more compliant than doing it manually.

Why Doc2 over traditional eSigning?

Doc2 focuses on automating the creation of your Introducer Agreement. This means creating them in seconds (literally) and sending them to be eSigned without using Microsoft Word or email.