If you are using HubSpot to manage your sales pipeline, your CRM holds a massive amount of valuable client data. But a CRM is only as powerful as the tools connected to it. When it comes to generating contracts, many teams still rely on a disconnected process: exporting data, pasting it into external documents, and […]
How much time and money could Doc2 save your business?
Calculate your ROIWe are thrilled to announce our latest CRM integration: Pipedrive. By connecting Doc2 with Pipedrive, you can now eliminate copy-paste errors and move from a closed deal to a signed contract in record time. Pipedrive is a powerhouse for over 100,000 growing sales teams globally. Our goal is to make Doc2 the natural extension of […]
At Doc2, we’ve always been focused on making contract automation faster, simpler, and more compliant for finance professionals. Now, with the launch of our new Client Portal, we’re making things even easier. Instead of clients juggling multiple emails and attachments, the Client Portal centralises everything into one secure link. From eSigning contracts to completing information […]
It’s been a while in the making, but our IDV+AML feature is now here! Doc2 has always been focused on making the creation, management, and eSigning of contracts quick and easy for finance professionals. Now, we’re taking things a step further. With the addition of identity verification and AML checks, Doc2 now offers a complete […]
We’re back with another round of updates, and this time, they’re all about making your Doc2 experience more intuitive, collaborative, and efficient. We’ve been listening to your feedback and are excited to unveil features that have been top of your wishlist. Let’s dive into what’s new! Read-only eSigning Have you ever needed to keep additional […]
The world of finance is fast-paced and demands efficiency in every aspect, especially when it comes to the signing of important documents. Recognising this need, Doc2 has introduced a groundbreaking new feature: eWitnessing. This feature is set to revolutionise how deeds and other critical documents requiring a witness are handled digitally. Who is this for? […]
You can pull data related to contacts, companies, and deals directly into your documents.
Signed documents and timeline events are automatically pushed back and attached to the relevant contact or company in your HubSpot CRM.
Yes, in the apps section under settings, you can manage the HubSpot app and select exactly which templates you want to enable for data push.
Ensure Doc2 is selected under the integrations section of activity filters in HubSpot, or refresh your field settings under the HubSpot app management in Doc2.