When you onboard a new client, the paperwork is only half the job. You also need to prove the person is who they say they are, and run the Anti-Money Laundering (AML) checks your regulator expects. That usually means Identity Verification (IDV) too, and for a lot of teams IDV and AML checks sit in […]
How much time and money could Doc2 save your business?
Calculate your ROIBusinesses often lose hours copying client details from their CRM systems into agreements, which frequently leads to manual data typos and delayed deals. Safely tracking down signed contracts across scattered email threads also creates compliance risks and leaves administrators searching through folders for the correct document version. We are thrilled to announce our latest CRM […]
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 […]
We 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 […]