Doc2

Doc2 is a cloud platform for automating document creation and electronic signing. Firms bring their existing templates, which the platform converts into online forms that staff fill in to produce contracts and agreements.

Main features

• Template automation: existing Word templates become simple forms.
• Data pulling: details can be drawn from a CRM and from Companies House.
• eSigning: one click sends a document to be signed on any device, and the signed copy is filed automatically.
• NDA automation: bespoke non-disclosure agreements generated and signed quickly.
• Template management: version control and audit logs, with branding at each step.
• Setup help: the vendor's team prepares templates for customers.

Customers and markets

Small and medium businesses, including brokers handling vehicle leasing and commercial finance. Documents include engagement letters, service agreements and employment contracts.

Key facts

• Integration: Companies House register