Success Story
Brigantia by Elovade transforms internal operations and expands vendor portfolio with Doc2

Name
Brigantia by Elovade
Location
Thirsk, North Yorkshire
Industry
IT Services and IT Consulting
Website

Proudly part of the Elovade Group, Brigantia is an award-winning cybersecurity distributor with a channel-first approach. They bring the best vendors to the channel, and use their peerless knowledge to help channel partners increase recurring revenue, maximise opportunities and protect their customers.

Excellent

Hindered by manual Word documents and email approvals, Brigantia by Elovade found managing contracts for their 25-strong team an onerous process.

By implementing Doc2 and its seamless Salesforce integration, they have unified its document creation, ensuring every deal is backed by secure audit trails.

As a result, turnaround times have improved dramatically, with contracts now completed in minutes rather than being subject to manual errors.

The partnership has been so successful that Brigantia has now brought Doc2 on as a vendor to offer the solution to their own UK channel partners.

Ed Knox

The tool is so slick and clean that we’ve seen a real uptick in interest from our own partners asking what we use. That high quality is exactly why we decided to launch Doc2 as a vendor; it’s an absolutely critical part of our business that has revolutionised our efficiency.

Ed Knox, Category Manager, Brigantia by Elovade
10
HOURS SAVED PER WEEK

Time reclaimed across the 75 documents sent weekly by the team.

80%
CREATION TIME REDUCTION

Documents that previously took 10 minutes to prep now take just 60 seconds. 

100%
COMPLIANCE ACCURACY

Seamless Salesforce integration alleviates the risk of manual data entry errors.

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Brigantia by Elovade Challenges

Before adopting Doc2, Brigantia by Elovade grappled with a document process that was inconsistent and lacked a centralised structure. They relied heavily on manual Word documents and PDFs, which led to a lack of uniformity and a high risk of information being misconstrued during the sales cycle.

The business relied on signatures and approvals via email, a method that was increasingly unviable as the company grew. This manual approach created significant room for error and made it difficult to track which contracts had been signed and which were still outstanding.

As a cyber security focused distributor, the lack of a formalised evidence trail for signatures was a major concern for their external audits. The unreliable process of tying partners into specific timeframes without secure evidence posed a potential threat to their operational compliance.

Furthermore, the manual entry of customer data into contracts was a slow and repetitive task for the sales and accounts teams. Without a link to their CRM, the process was prone to mistakes that could potentially lead to losing deals at the final hurdle.

How Doc2 Helped

With the implementation of Doc2, Brigantia by Elovade has integrated their document creation directly with Salesforce to pull customer data through naturally. This automation reduces the chance of human error and allows the sales team to generate opportunities and contracts in a matter of seconds because the platform plugs right into their existing opportunities.

The business now maintains a 100% compliant and secure audit trail, which has proven invaluable during external audits. They no longer rely on informal agreements, as every contract is now concrete, evidenced, and stored with full visibility of the signing process for the senior leadership team.

Sales and account managers now utilise the real-time audit log to see exactly when a partner has opened or reviewed a document. This intelligence allows them to move conversations along more effectively, removing the frustration of chasing signatures without knowing the current status of the document.

The ease of use has extended beyond sales to the HR and accounts departments for handling sensitive documents like salary changes and new partner forms. Now, the entire organisation operates with a professional image that has even prompted clients to ask about the software themselves.

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What makes Doc2 special?

Salesforce Integration

Eliminate manual data entry and keep your team aligned with our powerful Salesforce Integration. Pull data into your documents and ensure every agreement is automatically saved.

Audit Logs

A comprehensive and unchangeable record of every document’s history is captured by our Audit Logs feature, ensuring full compliance and complete traceability.

Concierge Template Setup

Deploy your specific documents without hassle with our Concierge Template Setup. Our experts transform your existing Word files into dynamic, ready-to-use templates.

Every success story starts with the right tools

One missed clause. One wrong version. The risks of manual documents are hiding in plain sight.

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