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 […]
How much time and money could Doc2 save your business?
Calculate your ROIIf you are asking how do you sign a document on iPhone, it is likely because you have an urgent contract in your inbox. In fact, if you are stuck at an airport, knowing the answer can be a lifesaver. But just because you can do something doesn’t mean you should. While Apple’s built-in tools […]
When most people search how to make a contract a template, they are usually looking for a shortcut in Microsoft Word. They want to know how to save a file so they can reuse it later without accidentally overwriting the original. But if your definition of a template is just a Word doc full of […]
You spent a fortune on your CRM to centralise your data, but your current document management system in your CRM is likely letting you down. Most companies treat their document management system in their CRM like a digital landfill. It is just a files tab where reps dump random PDFs named Final_Contract_v3_SIGNED.pdf if they remember […]
Does your company’s shared drive look like a digital landfill because you lack best practices for document naming conventions? If you are currently staring at a folder containing Contract_FINAL_v3_REVISED_ACTUALLYFINAL.pdf and Client_Agreement_Tuesday.docx, you have a problem. Bad file naming isn’t just an organisational annoyance; it is a productivity killer. It leads to lost hours searching for […]
You live in Salesforce because it is the world’s most powerful CRM, but when it comes to salesforce contract management, even the best teams often hit a wall the moment they need to generate a document. You have built complex flows and dashboards to track every stage of an opportunity, but when a prospect is […]