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 […]
How much time and money could Doc2 save your business?
Calculate your ROIYou 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 […]
We’re back with another round of updates, and this time, they’re all about making your Doc2 experience more intuitive, collaborative, and efficient. We’ve been listening to your feedback and are excited to unveil features that have been top of your wishlist. Let’s dive into what’s new! Read-only eSigning Have you ever needed to keep additional […]
We’re thrilled to announce the arrival of a game-changing new feature within Doc2: the template library! This latest enhancement is all about streamlining the contract creation process even further, providing a robust solution for those who need to distribute their templates easily and compliantly. Doc2 has always been at the forefront of simplifying contract creation […]
Firstly, it’s really easy to set up your first template in Doc2 and should take you less than five minutes. Just follow the steps below or watch the video for a bit of extra help. Access to templates is only available on our paid plans, but you can try out the feature on our 14-day […]
If you are trying to figure out how to create a word document form, you probably didn’t get into business to fiddle with table borders. But if you are currently searching for how to create a word document form, you are likely stuck in formatting purgatory. Whether it is a customer order form, a feedback […]