CRM

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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 […]

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Doc2 releases Salesforce integration

We’re really excited to release our Salesforce integration. Efficiency and effectiveness is paramount when creating contracts, so having the ability to pull key data from your CRM before sending a document to be eSigned is of utmost importance. Salesforce has over 150,000 customers all over the world and is an excellent platform for Doc2 customers […]

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Doc2 releases Vtiger integration

As a business, we are all about efficiency. This means minimising repetitive (and boring) tasks as much as possible. We are excited to release our direct integration with Vtiger. Vtiger is a CRM designed specifically for small and medium-sized enterprises and supports over 300,000 businesses worldwide! What does the Vtiger integration do? This integration allows […]

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The Doc2 revolution continues with HubSpot integration

Doc2 continues to revolutionise how Small and Medium-sized Enterprises (SMEs) create, send and eSign their contracts with our new HubSpot integration. HubSpot is the market-leading Customer Relationship Management (CRM) system for SMEs and this integration further minimises any copy and pasting required to create your contracts. This creates not only time savings but minimises human […]