Features

2 min read

Director name lookup *Feature spotlight*

Small, but super cool. That’s how we would describe the new director name lookup feature. When you send a contract, more often than not you will want a director of the other company to sign it. What this usually involves is finding the company on Companies House, clicking to the “People” tab then, copying and […]

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3 min read

December 2021 platform updates

It’s been an incredible six months for Doc2! In fact, we’ve released lots of new and exciting features and functionalities. Additionally, we have an awful lot more planned for 2022! Take a read about some of our latest platform updates… Features and updates Team management This is a big one. On the Professional plan and […]

2 min read

Team management released for growing businesses

We have recently released a team management functionality on our Professional plan and above. Growing businesses often have multiple departments, and the compliance requirement for data and template separation is paramount. With this new functionality, you can do just that – and more. Compliance is key Every document your business creates or uses is important. […]

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 […]

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 […]