Platform Updates
Latest changes and updates to Doc2 🚀
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Dynamics integration
The ability to pull data from Dynamics and push disnged document back into the Dynamics CRM
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Change subject line of email to include document name
Change the subject line of the eSign request email to include the document name.
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Witness eSignatures (eWitnessing)
The ability to electronically witness and eSign a document.
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Multipe director lookups
The ability to lookup multiple directors (in multiple fields) from a single company name lookup field. I.e. if you want to be able to list out all...
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Notify on bounced eSigning emails
If an eSigning email bounces, let the creator of the eSign envelope know.
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One-step eSigning with external forms
Allow a user to eSign straight away after entering data into an external form.
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Pipedrive
Ability to pull data from Pipedrive to create a document/contract.
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Read-only eSigning user
Add the ability to copy in an email for someone to view and receive an eSigned document, without the ability to sign themselves. Essentially a...
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Just eSign
Allow organisations to eSign documents that haven't been created through existing template.
