Features

3 min read

Tax advisors, document automation and Doc2

We know your world Are you a tax advisor considering document automation? If not, maybe you should be. Your clients have high expectations, you have tight deadlines and work long hours. Engagement letters, NDAs and other contracts should not be slowing you or your clients down. Doc2 makes sure that simple, but essential, tasks are […]

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2 min read

March platform updates; reminders, email subjects and more

The development team at Doc2 have continued improving the platform and have released a number of platform updates to improve user experience. We’ve listed out just a few of the key ones below: Merged ‘Documents’ and ‘Templates’ It has been a long time coming, but we have now merged ‘Templates’ and ‘Documents’ on the left-hand […]

2 min read

Doc2 releases Salesforce integration

We’re really excited to release our Salesforce integration. Efficiency and effectiveness is paramount when creating contracts, so having the ability to pull key data from your CRM before sending a document to be eSigned is of utmost importance. Salesforce has over 150,000 customers all over the world and is an excellent platform for Doc2 customers […]

2 min read

Custom branding for eSigning improves your signing experience

Your brand is one of the most valuable assets your business has, however keeping it clean, clear and consistent will always be a challenge. As such, you wouldn’t be alone if you wanted a seamless and branded eSigning experience. That’s why we’re are super excited to release our custom branding for eSigning. Your customers will […]

2 min read

Doc2 releases Vtiger integration

As a business, we are all about efficiency. This means minimising repetitive (and boring) tasks as much as possible. We are excited to release our direct integration with Vtiger. Vtiger is a CRM designed specifically for small and medium-sized enterprises and supports over 300,000 businesses worldwide! What does the Vtiger integration do? This integration allows […]

3 min read

What are Doc2 External Forms and how will they revolutionise my contract processes?

Last week we released our latest update which included ‘External Forms’, but what are they exactly? Let me fill you in. In this post, we dive into a bit more detail explaining what they are, how they work, how to set them up and the benefits they bring to your business. What are External Forms? […]