Integration

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 […]

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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 […]

2 min read

Director name lookup *Feature spotlight*

Small, but super cool. That’s how we would describe the new director name lookup feature. When you send a contract, more often than not you will want a director of the other company to sign it. What this usually involves is finding the company on Companies House, clicking to the “People” tab then, copying and […]

2 min read

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 […]

2 min read

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 […]