Intelligent forms are created from your existing templates. You can even pull data from your CRM and Companies House.
Just click eSign and you can move onto the next task. No converting to PDF, uploading, emailing, printing or selecting where signatures go.
Quick and simple, works on any device. The eSigned document is filed instantly.
Compliance is key. Have complete trust in the platform to create exactly the document you want, but in a fraction of the time. No more Microsoft Word templates, no more accessing document management systems. Just simple documents, created, sent and eSigned in minutes.
Automation means Engagement Letters can be created, sent and eSigned in under two minutes, without the need to edit a Word document.
Your clients’ company data can easily be looked-up and populated straight into your documents in seconds.
Keep audit logs of each and every action taken within the platform.
Maintaining a professional brand is paramount to the success of your firm. Every deliverable you produce is to the highest standard, so why deliver them to your clients in a less than average way?
Your clients will be delighted with how easy it is to read and sign your documents on any device.
Create a seamless, branded experience for your clients with custom branding on all touch points. (Not on all plans)
Signed documents are automatically filed against your template, meaning you can find them in an instant.
Doc2 has transformed our onboarding process. We can now confidently and compliantly send out Engagement Letters in under two minutes – I actually enjoy using it!
Use the templates you already have, so you are up and running in no time.
Engagement Letters are key for every client. Ensuring they are accurate, professional and simple for your clients to sign will build a strong relationship from the offset.
Impress your clients with your Retainer Letters created, send and the ability to eSign them within minutes from finishing a call.
Do not wait hours to get an NDA over to your potential client. Send them your bespoke NDA straight after a call. They will appreciate your proactivity.
Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up.Upload your template now ➜
I started my career at a Big 4 firm, where I qualified with the Institute of Chartered Accountants of Scotland (ICAS).
Frustrated with creating Engagement Letters, I thought there had to be a better way to create repetitive documents. A way that ensured that the latest template was always used, a way that pulled in the data from Companies House, a way that made it easy for our clients to sign and a way that wasn’t boring, complex or prone to human error.
That’s why we created Doc2. To allow professional service businesses all over the UK to create, send and eSign their Engagement Letters and other template-driven documentation in seconds.
No credit card required.