document automation Archives

General

4 min read

The Ultimate Guide to Best Practices for Document Naming Conventions

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 […]

General

3 min read

Salesforce Contract Management: How to Fix It & Boost Sales

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 […]

General

4 min read

How to Eliminate Sales Admin: 3 Strategies for Increasing Sales Productivity by 30%

Every Sales Director faces the same challenge: increasing sales productivity when the average rep spends only 33% of their time actually selling. Where does the rest of the time go? It goes into the Admin Black Hole. It goes into CRM data entry, internal meetings, and the biggest culprit of all: creating documents. If you are […]

Documents

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 […]

Awards

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, […]

document automation

Why Your Document Management System in Your CRM is Failing

The Ultimate Guide to Best Practices for Document Naming Conventions

Salesforce Contract Management: How to Fix It & Boost Sales

How to Eliminate Sales Admin: 3 Strategies for Increasing Sales Productivity by 30%

Document Version Control Best Practices: 5 Key Steps

NACFB Industry Supplier of the Year: Doc2 Wins Big