Most teams do not lose time to their CRM. They lose it in the gaps around their CRM, and Dynamics 365 document generation is one of the biggest. Your client data already lives in Microsoft Dynamics 365. The account details, the contact, the deal value, the opportunity stage. It is all there, accurate and up […]
How much time and money could Doc2 save your business?
Calculate your ROIWhen 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 […]
Businesses 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 […]
You are ready to close a major deal but a common question is holding you back. You are trying to understand the difference between eSigning and digital signatures before you send the final contract. It is a vital distinction because choosing the wrong format could leave your business legally exposed. What exactly are these two […]
You have just received a crucial contract and now you’re searching how do you insert a signature in a pdf document. It is a common situation but rushing the process to get a quick fix can actually expose your business to unnecessary legal risk. What does it mean to sign a PDF digitally? It is […]