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.

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

Create, send, and eSign your contracts with ease

Create your agreements
in seconds

Intelligent forms are created from your existing templates. You can even pull data from your CRM and Companies House.

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

Quick and simple, works on any device. The eSigned document is filed instantly.

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

Watch demo

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

Accounting
Private Finance
Waste Management
SaaS & Technology
Energy
Consultancy

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.

FAQs

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
Firewall

We use Cloudflare technology as an additional layer of protection for your data.

AES-256
Encryption

Doc2 uses international standard encryption.

2-Factor
Authentication

For additional security 2-Factor authentication can be enabled.

SSL
Encryption

Forced SSL connections ensure data is always sent to and from us securely.

Tried, Tested & Trusted

Best decision we have made to switch to them.

We were forced to review our options when a renewal price from the previous company went up, even though usage went down. I came across DOC2 and can honestly say it is the best decision we have made to switch to them.

Mark Whitton
Yorkshire Gas & Power
We are very impressed with the service…

We are very impressed with the service we have received so far from Doc2. The platform is well designed and easy to use, and the support has been fantastic throughout. Would definitely recommend.

Danielle Meakin
Smart Recruit Online
Simple to use

The product is simple to use and provides a good user experience both for us a user as well as for our contacts that are receiving the documents for electronic signature.

David Martin
Ether Solutions
Best functionality I have used in its domain

It is not very often that I come across an app that is designed exactly how it needs to be. No superfluous functionality.

Designed and fit for purpose, out of the box.

Great job guys.

Matthew Peck
Market Rocket
User friendly document creation for our recruitment agency

Doc2 has allowed us to dramatically reduce time in the creation and signing of terms of business with clients. The software has streamlined a previously messy, manual process and it has assisted in making our business professional and engaging when onboarding new clients.

The team at Doc2 were responsive and proactive both during the short set up period and since we adopted the software. As the business grows we will continue to use Doc2 to underpin document creation and signing due to the reduction in time and cost of a previously manual process. Great value and a secure, user-friendly product.

Andrew Murphy
Ceres Resourcing Limited
Highly intuitive, simple to use interface

Great company to do business with and a highly intuitive, simple to use interface that gets our documents sent quickly, signed and filed enabling us to do business faster.

Doc2 are the bees knees, couldn’t recommend them enough.

Giles Goodman
PayFor Limited

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