Doc2 is a document automation and eSigning platform that helps businesses create contracts and other business documents more quickly and consistently.
It works with existing Word templates, turning them into guided digital documents that can pull in company information, generate the finished contract and send it for eSignature from the same platform.
For MSPs, it provides another way to help customers improve an everyday business process while adding a recurring service to their portfolio.
What is Doc2?
Doc2 brings document creation and eSigning together in one platform.
Instead of manually editing a Word document each time a new contract is needed, businesses can upload their existing templates to Doc2. Users answer a series of questions and the platform uses those responses to generate the finished document.
Information can also be pulled directly from Companies House or a CRM, reducing the amount of data that needs to be copied between systems. Once the document has been created, it can be reviewed, sent to the relevant recipients and signed electronically.
This gives businesses one process for creating, managing and signing documents rather than relying on separate tools at each stage.
Reduce the admin involved in creating contracts
Contracts, service level agreements, employment offers and NDAs all need to be created accurately, but the process can involve a lot of repetitive work.
Doc2 automates much of that process. Existing templates can be converted into ready-to-sign documents up to 10 times faster, with users guided through the information they need to provide.
It removes the need to repeatedly format documents, copy company details into templates or prepare a separate PDF before sending it through an eSigning platform.
For clients producing documents regularly, that can reduce the time spent on routine administration and make the process easier to manage.
Improve accuracy and document control
Using the right information and the latest version of a contract is just as important as creating it quickly.
Doc2 allows businesses to maintain approved templates centrally and use them as the basis for each new document. Verified company information can be pulled directly from Companies House, which also reduces the amount of manual data entry involved.
Guided document creation helps ensure the correct information is included in the right places and documents follow the same structure each time.
Doc2 also provides audit logs and eSigning certificates, giving businesses a digital record of the document and signing process.
Keep documents consistent and on brand
Because Doc2 works with a business’s existing Word templates, clients do not need to replace their current branding or document layouts.
Templates can continue to use the organisation’s own design and formatting while Doc2 handles the process of generating each document.
This helps teams create consistent, professionally presented documents without individual employees making their own changes to templates or formatting.
A recurring revenue opportunity for MSPs
For channel partners, Doc2 provides an opportunity to support an area of the client’s business that often still involves manual processes.
Many organisations already rely on their MSP for technology that helps staff work more efficiently. Document automation can sit naturally alongside that conversation, particularly where customers are creating contracts manually or using separate platforms for document creation and eSigning.
By adding Doc2 to their portfolio, partners can help customers reduce administration, improve document control and simplify the way contracts are created and signed.
It also creates an additional recurring revenue opportunity without requiring partners to build or manage their own document automation platform.
Offer Doc2 through Elovade
Doc2 gives Elovade partners a practical way to help customers improve the way they create and manage business documents.
With document generation, Companies House and CRM data, eSigning, audit trails and template control brought into one platform, customers can reduce manual work while keeping documents accurate, consistent and professionally presented.
Partners can also access Doc2 sales and marketing resources through the Doc2 MSP Toolkit.
To find out more about adding Doc2 to your portfolio, get in touch with our team.
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