Templates

Featured
General
3 min read

How to Make a Contract a Template (That Actually Saves You Time)

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 […]

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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 […]

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General
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 […]

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Features
3 min read

June 2024 Platform Updates

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 […]

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Features
3 min read

Template library *Feature spotlight*

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 […]

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Features
4 min read

How to set up my first template in Doc2

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 […]

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