Create, send, and track documents right inside Copper.
No credit card required
PandaDoc gives your team everything they need to move deals forward, right inside your CRM.
Build and send documents right from Copper Opportunities, People, Companies, or Leads. Templates and a dedicated content library make it easy to customize documents with approved marketing collateral, legal clauses, pricing tables, images, and videos.
Send documents for signing right from Copper. Automate approval and signing orders to stay compliant, and give your customers a seamless signing experience from any device or in person.
Get access to any sales document from your CRM without actually storing it in Copper CRM. Save money and purchase the less expensive CRM plan without worrying about storage limits.
Pull key information directly into documents using PandaDoc tokens. Pre-populate new documents with opportunity details, contact, and other custom fields with automated data entry.
See the status of every document — sent, expired, completed, or awaiting approval — right from Copper. And with PandaDoc's built-in analytics and email notifications, you’ll know exactly when to follow up with prospects.
Skip the back-and-forth emails and phone calls. In-document commenting keeps negotiations moving and gets documents signed faster.
Spend less time in the office writing proposals with our proposal software, and know exactly when to follow up with every prospect.
Gain greater visibility into your team’s pipeline and performance by monitoring proposals as they’re created, sent, viewed, and signed.
Ensure consistent branding by providing your sales department with a custom library of images, videos, and document templates.
Integrate PandaDoc with the tools you depend on to get proposals, contracts and quotes out the door even faster.
