Contracts

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3 min read

How to Fix Your HubSpot Contract Management & eSigning to Boost Sales

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 […]

5 min read

Document Version Control Best Practices: 5 Key Steps

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 […]

2 min read

NACFB Industry Supplier of the Year: Doc2 Wins Big

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, […]

2 min read

The Top 7 Compliance Mistakes Brokers Still Make (and How to Avoid Them with Automation)

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 […]

2 min read

January 2024 Platform Updates

Happy New Year from the Doc2 team! As we march into 2024 with renewed vigour, we’re excited to announce a suite of enhancements that promise to elevate the contract creation and eSigning experience for finance professionals and other B2B businesses. Let’s dive into the details of our January product updates and explore how they can […]

3 min read

Five Common Contract Compliance Pitfalls

Compliance is an important area for anyone that has to issue contracts. It can be easy to make mistakes in contract compliance. However, there are ways to see off these avoidable mistakes and overcome these pitfalls.  Our blog identifies five common contract compliance pitfalls and importantly, how to avoid them. In general, professionals must work on […]