If you are using HubSpot to manage your sales pipeline, your CRM holds a massive amount of valuable client data. But a CRM is only as powerful as the tools connected to it. When it comes to generating contracts, many teams still rely on a disconnected process: exporting data, pasting it into external documents, and […]
How much time and money could Doc2 save your business?
Calculate your ROIYou are ready to close a major deal but a common question is holding you back. You are trying to understand the difference between eSigning and digital signatures before you send the final contract. It is a vital distinction because choosing the wrong format could leave your business legally exposed. What exactly are these two […]
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 […]
If 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 […]
You can pull data related to contacts, companies, and deals directly into your documents.
Signed documents and timeline events are automatically pushed back and attached to the relevant contact or company in your HubSpot CRM.
Yes, in the apps section under settings, you can manage the HubSpot app and select exactly which templates you want to enable for data push.
Ensure Doc2 is selected under the integrations section of activity filters in HubSpot, or refresh your field settings under the HubSpot app management in Doc2.