Generate Terms of Business, Contractor Agreements, and Offer Letters in seconds. Secure your fees, fill roles faster, and let your consultants focus on billing.
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.
Your consultants were hired to bill and build relationships, not to battle with Word documents.
Try for Free ➜ Try for Free ➜The biggest risk to a recruiter is a “back-door hire” or a fee dispute. Ensure your Terms are sent, tracked, and eSigned before the recruitment process begins.
Pull client data directly from your CRM. No more copy-pasting company numbers or addresses; generate the Terms instantly while on the phone.
Know exactly when your client opened the Terms. If a fee dispute arises later, you have a digital audit trail proving they accepted your business terms.
Whether you are a boutique or a multi-branch agency, ensure every set of Terms goes out looking professional and branded.
Different placements require different legal clauses. Stop your consultants from using the wrong template and exposing your agency to liability.
Simply select the placement type (Perm, Contract, or Temp). The system automatically pulls in the correct IR35 clauses, payment terms, and notice periods.
Generate Key Information Documents (KIDs) and Contractor Agreements efficiently, ensuring you meet all agency worker regulations without the headache.
Running a busy temp desk? Generate renewal contracts or assignment confirmations in bulk, saving your Ops team hours every week with APIs.

To do a Terms of Business previously took 10 minutes, now they’re done in 30 seconds. Thinking about the volume of clients we have, Doc2 makes a massive saving on a weekly basis.
Stop getting bogged down in compliance. From signed Terms of Business to final Placement Checks, automate your entire agency workflow.
Never send a CV without protection again. Generate and send client Terms of Business instantly, ensuring your fee is secured before you reveal the candidate.
Handle the complexity of different placement types. Whether it’s a standard Permanent placement or a complex IR35 Contractor agreement, the system adapts automatically.
Beat your competitors to the punch. Create error-free placement documentation in clicks, giving your agency the professional edge that wins retainers.
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.
Try for Free ➜
I started my career as a Chartered Accountant, where everything revolves around managing financial risk.
When we started working with recruitment agencies, I saw a massive unnecessary risk: consultants sending out CVs before the Terms of Business were actually signed. It was leaving thousands in fees unprotected just to save five minutes of admin.
That’s why we adapted Doc2 for agencies. We built a tool that makes getting Terms signed so fast and easy that your consultants have no excuse not to do it. It protects your revenue and speeds up your placements.
No credit card required.
Utilise proven technology to empower your consultants. Regain control over your fee protection, close placements quickly, and grow your agency.
Discuss your agency requirements