Integration

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 […]

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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 […]

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 […]

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 […]

2 min read

Seamlessly push eSigned documents into your HubSpot CRM

It’s time to get excited, because we’ve just rolled out a game-changer for all the finance professionals out there using Doc2 alongside HubSpot! Introducing our seamless HubSpot integration – a feature that’s set to revolutionise the way you manage client interactions and document eSignings. Doc2 has always been at the forefront of simplifying contract creation […]

3 min read

Who can sign contracts “on behalf of” a company?

Contracts are key for business. They clearly lay out what each party is going to do as part of the agreement. Hopefully, this should mitigate any issues before they arise. So that poses the question, “who can sign contracts “on behalf of” a company?”. First of all, it’s important to understand that a limited company […]