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Doc2

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App

Doc2

Pre-fill, eSign and file documents from your HubSpot records.
Built by
Doc2 Limited
Installs
30+ installs
Sign in to installRequires Doc2 subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Doc2 Subscription
Premium, Professional, or Enterprise plans

Overview

Doc2 turns the data already in HubSpot into finished, signed documents, without the copy-and-paste.


Every proposal, engagement letter, contract or onboarding form your team sends starts with details HubSpot already holds. Rekeying them is slow, and in regulated work a wrong name or address is a compliance problem, not a typo.


Doc2 connects your templates to HubSpot contacts, companies and deals. Pick a record, choose a template, and the document is pre-filled from HubSpot's fields, including your custom properties. Send it for eSignature in the same flow. When it is signed, the PDF lands back on the contact and company as a note, with the send and completion logged on their timelines, so the record is the audit trail.


Built for professional services, financial services and other regulated and semi-regulated firms that need documents right first time, with evidence of what was sent, to whom, and when.

Features

A HubSpot contact record with the Doc2 templates card and a document pre-filled with the contact's company and name.

Create documents pre-filled from contacts, companies and deals

Open a contact, company or deal in HubSpot, choose a Doc2 template, and the document is created with the record's details already in place: names, addresses, deal values and your custom properties. No rekeying, and no copy-and-paste errors in client-facing paperwork. Edit what you need, then send, all from the one record.

A HubSpot contact record whose timeline shows a document sent for eSigning

eSign documents and file the signed PDF back on the record

Send the finished document for eSignature from Doc2 and track every signatory. When everyone has signed, the PDF is attached to the HubSpot contact and company as a note, and the send and completion are recorded on their timelines. Your team sees the status in HubSpot, and the record holds the evidence of what was agreed, by whom, and when.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Documents

Deals

Deals

Documents

Contacts

Contacts

Documents

Companies

Companies

Template Fields

Owners

Owners

Template Fields

Contact Properties

Contact Properties

Template Fields

Company Properties

Company Properties

Template Fields

Deal Properties

Deal Properties

eSigned Documents

CMS Files

CMS Files

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This app requires one of the following Doc2 subscription plans.

Premium

£119

/month

Premium

£119

/month

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/04/2026

More info

Built by
Doc2 Limited
Installs
30+ installs
Categories
Languages this app is available in
English

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