Create Engagement Letters (ELs)

Create, send and eSign your Engagement Letters in under 30 seconds. Managing the status of your Engagement Letters has never been so easy.

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Create Terms of Business Joe Bloggs Doc2 Limited specific term or details for this contract

Create your agreements
in seconds

Your existing templates become simple forms. Fill out the form and pull in data from your CRM or Companies House. Done.

Send to client with
a single click

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 eSign
with ease

Your customers will love how easy and professional it is. You will love closing deals more quickly with less time spend on paperwork.

Tom Kennard
Tom Kennard
Director, Granted Consultancy
Granted Consultancy

Doc2 has empowered Granted, reduced risk and helped us realise significant time and cost savings. The perfect combination of compliance and efficiency for any organisation that has any contractual requirements.

Read our story

Download 7 Microsoft Word automation tips

If you have a template Engagement Letter and want to learn some simple and quick-to-action automation tips, download this 9 page PDF today.

Download PDF Or try Doc2 for free

Your Engagement Letters, but created more quickly and signed more easily

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. 

  • Bespoke automated Engagement Letters

    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.

  • 1-Click eSigning

    Your clients can eSign Engagement Letters safely and securely using fully integrated and seamless eSigning. No more printing, signing, scanning and emailing back.

  • Pull data from Companies House

    Populate company names, registration numbers and registered addresses straight into your Engagement Letters, directly from the Companies House register. Accurate data every single time

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We're already saving businesses in these industries time and money

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Automate your Engagement Letter templates

Using features perfectly designed to automate your repetitive documents, your Engagement Letters will look and feel as they currently do, but you will do them much more quickly and professionally.

User friendly interface

Creating Engagement Letters need not be hard. Simply answer a few questions, and click create. You can now keep on top of your Engagement Letters from a user-friendly dashboard.

Companies House integration

Lookup company data directly from Companies House. Pull company names, addresses and registration numbers into your Engagement Letters with a click. Minimise copying and pasting, reduce human error and empower your employees to create contracts with ease.

Document storage and data

Store and file all of your important Engagement Letters in one place. Search for Engagement Letters by company name.

Download all data from across all of your Engagement Letters in a structured CSV file so you can analyse contract data.


What is an Engagement Letter?

Engagement Letters are legal agreements between two or more parties that outline what services are being provided, for how much and under what terms.

Who uses Engagement Letters?

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.

How does Doc2 automate Engagement Letters?

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.

I want the recipient to input their own data

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.

I don’t have my own Engagement Letter template though

Drop us a message in the live chat, and we might be able to help with that.

Why Doc2 over traditional eSigning?

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.

Safe & Secure

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.

Web Application

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.

Tried, Tested & Trusted

Download 7 Microsoft Word automation tips

If you have a template Engagement Letter and want to learn some simple and quick-to-action automation tips, download this 9 page PDF today.

Download PDF Or try Doc2 for free