Features

Featured
General
3 min read

Why Your Document Management System in Your CRM is Failing

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 […]

Read more >

How much time and money could Doc2 save your business?

Calculate your ROI
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 […]

Read more >
Features
2 min read

All your contracts in one link with the Doc2 Client Portal

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 […]

Read more >
Features
2 min read

Streamline compliance with Doc2’s new IDV+AML feature

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 […]

Read more >
Features
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 […]

Read more >
Features
3 min read

July 2023 platform updates

Exciting Updates: Unveiling Doc2’s Newest Features At Doc2, we’ve been buzzing with activity, striving to create the ultimate platform for SMEs to effortlessly create, manage, and eSign their contracts. Today, we’re thrilled to share some of our latest releases that bring us even closer to achieving this goal! Just eSign – eSigning Made Simple Creating […]

Read more >
Page 1 Page 2
By using this website, you agree to our cookie policy