You live in HubSpot because it simplifies your sales, but when it comes to HubSpot contract management, the process often breaks down the moment you need to send a contract. If you are looking for better HubSpot contract management, you have likely hit the same wall as every other Sales Director. You have built a […]
How much time and money could Doc2 save your business?
Calculate your ROIEvery Sales Director faces the same challenge: increasing sales productivity when the average rep spends only 33% of their time actually selling. Where does the rest of the time go? It goes into the Admin Black Hole. It goes into CRM data entry, internal meetings, and the biggest culprit of all: creating documents. If you are […]
Implementing document version control best practices is the only way to guarantee that every single document leaving your business is accurate. If you were asked to guarantee that every single document leaving your business today is using the exact same approved template, could you do it? Could you also generate a new contract in under […]
We proudly announce a major achievement. Doc2 is the NACFB Industry Supplier of the Year! We accepted this honor at the recent Commercial Lender Awards. Commercial finance professionals face high pressure today. You must deliver speed without compromising compliance. However, manual documentation often acts as a brake on deal flow. This creates friction between lenders, […]
In financial services, compliance isn’t optional – it’s essential. Yet, many brokers still fall into the same traps that can result in wasted time, frustrated clients, and even regulatory issues. The good news? With the right automation tools in place, these risks can be drastically reduced. Here are the top seven compliance mistakes brokers still […]
The rise of technology in commercial finance has introduced a lot of buzzwords, two of the most common being AI and automation. While they’re often used interchangeably, they’re not the same thing, and understanding the difference can help brokers make smarter decisions about how to streamline their workflows, reduce errors, and ultimately serve clients better. […]