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Doc2

by Doc2 Limited · Since 2017
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ActiveAvailable globallyCloud
Quick facts
VendorDoc2 Limited
Year launched2017
StatusActive
LocationShelton Street, London, England GB
Countries servedGlobal
Languages12
Integrations2+
Free tier
Free trial
Contact sales

About Doc2

Doc2 is a document management software from Doc2 Limited that helps users organize and store their files. It provides features such as secure access control, version tracking, and collaboration tools so teams can effectively manage document workflows. The software allows users to easily share files while maintaining oversight of document changes and history. Additionally, Doc2 includes a user-friendly interface that simplifies navigation and file retrieval. Key capabilities: secure access control version tracking collaboration tools file sharing user-friendly interface Best for: enterprises and teams that need a reliable solution for managing and collaborating on documents.

Doc2 is a sophisticated document automation platform designed to dramatically accelerate the creation and e-signing of professional contracts, especially for SMEs. Its core functionality revolves around a clever approach that transforms a business's existing Word templates into intuitive online forms. This innovative method eliminates many of the traditional, time-consuming steps in document management—there's no need to manually convert files to PDF, upload, email, or painstakingly place signature fields. Users simply fill out a form, and the platform instantly generates a complete, professional document ready for delivery. The user interface is crafted with simplicity in mind, providing an "effortless and intuitive" dashboard that ensures new team members can begin creating and managing contracts almost immediately. This focus on a streamlined user experience is a major strength, allowing businesses to save significant administrative time and focus on closing deals faster. The software's feature set is robust and centered on ensuring compliance and efficiency throughout the document lifecycle.

Pros & Cons

What users like
  • +Speeds up document creation significantly: Generates professional agreements up to 10× faster than manual methods.
  • +Simple, one-click eSigning: Eliminates the need for PDF conversion or manual signature placement.
  • +Strong compliance features: Includes audit trails, version control, and eWitnessing for regulated industries.
  • +Professional branding: Customizes documents, emails, and signing pages to match company branding.
  • +Secure and UK-hosted: Uses AWS UK infrastructure with encryption, MFA, and SSL for data protection.
What users flag
  • Few confirmed CRM integrations: Beyond HubSpot and Companies House, integration details are unclear.
  • Free plan limitations: Only allows up to 5 documents per month, restricting higher-volume users.
  • No in-app marketplace: Lacks an ecosystem for add-ons or third-party app purchases.
  • Physical presence needed for eWitnessing: Witnesses must be in-person, limiting fully remote processes.

Features

Key features

Upload Word templates and convert to smart form-driven documents
Turn your existing templates into fillable forms for rapid document creation.
Form-based document generation with CRM & Companies House integration
Auto-populate fields with live data from your CRM or Companies House.
One-click eSigning
Send documents for signature instantly without manual PDF conversion or signature placement.
Compliance tracking and audit logs
Maintain version control, track document lifecycles, and store eSigning certificates for compliance.
Custom branding
Apply your brand to emails, documents, and eSigning pages for a professional, consistent appearance.
Secure UK-based cloud hosting
Protect documents with AWS UK storage, encryption, MFA, and SSL security.
Concierge onboarding
Expert team sets up your templates before your trial starts to save time.

Additional features

Document generation from Word templates
Use your current templates without redesigning them from scratch.
Smart form-based input
Fill in fields easily to auto-generate accurate documents.
CRM & Companies House data integration
Reduce manual data entry and errors with live data pulls.
One-click eSigning
Instantly send documents for signatures with minimal steps.
Just eSign for one-off docs
Upload and send any PDF or Word document for signature without templates.
Template version control
Ensure all team members always use the latest version of documents.
Document lifecycle and audit tracking
Monitor changes and maintain a compliance-ready audit trail.
Download as Word or PDF
Access documents in your preferred file format.
Secure cloud storage
Hosted on AWS UK with AES-256 encryption, SSL, MFA, and firewall protection.
Branding on emails and eSigning pages
Present a polished, professional look to clients.
eWitnessing support
Capture legally required witness details for deeds, wills, and similar documents.
Read-only recipient feature
Share final signed copies with up to five non-signing stakeholders.
HubSpot integration
Generate documents directly from HubSpot records.
Cross-device usability
Access, create, and sign documents on desktop or mobile.
Dashboard and admin controls
Manage templates, users, and workflows in one central interface.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Essential

GBP 59

Premium

GBP 119

Professional

GBP 209

Countries & Languages

Global
Countries served
12
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianJapaneseChinese (Simplified)KoreanDutchPortugueseRussianArabic.

Billing currencies

🇬🇧GBP

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