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 […]
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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 […]
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 […]