Your existing templates become simple forms. Fill out the form and pull in data from your CRM or Companies House. Done.
Just click eSign and you can move onto the next task. No converting to PDF, uploading, emailing, printing or selecting where signatures go.
Your customers will love how easy and professional it is. You will love closing deals more quickly with less time spend on paperwork.
Getting an Engagement Letter over quickly and professionally to a prospective client is imperative when starting a new business relationship. Being able to create them quickly and without errors means you can commence work and be paid sooner.
Impress prospective clients with your bespoke Engagement Letter delivered to them in minutes. Your EL will look exactly as it does currently, but created without Word and sent without email and PDF.
Your clients can eSign Engagement Letters safely and securely using fully integrated and seamless eSigning. No more printing, signing, scanning and emailing back.
Populate company names, registration numbers and registered addresses straight into your Engagement Letters, directly from the Companies House register. Accurate data every single time
Engagement Letters are legal agreements between two or more parties that outline what services are being provided, for how much and under what terms.
Engagement Letters are used by businesses that provide services to individuals or other businesses. As such, Engagement Letters are used in many industries, including; Accounting, Debt Collection, Professional Services, Legal and Technology.
Doc2 takes your existing Engagement Letter master template and turns it into a series of questions. Meaning, you can create, send and eSign your Engagement Letter without having to use Microsoft Word, a PDF converter or email.
No problem, you can send the recipient their own form to fill in. They can even use the Companies House lookup. Doc2 then generates a new Engagement Letter ready for them to eSign.
Drop us a message in the live chat, and we might be able to help with that.
Doc2 focuses on automating the creation of your Engagement Letter. This means creating them in seconds (literally) and sending them to be eSigned without using Microsoft Word or email.
Your contracts are securely created and can only be accessed by you. They are safely stored in the cloud on our UK-based AWS servers.
We use Cloudflare technology as an additional layer of protection for your data.
Doc2 uses international standard encryption.
For additional security 2-Factor authentication can be enabled.
Forced SSL connections ensure data is always sent to and from us securely.