Sales powers unite
Supercharge Copper CRM with document generation and built-in eSignatures.
Create proposals in minutes
Build outstanding proposals right within CRM opportunities and other objects. Templates and a dedicated content library make it easy to customize documents with approved marketing collateral or legal clauses, pricing tables, images, and videos.
Save with built-in eSignatures
Send documents for signing right from Copper CRM without paying for separate electronic signature software. Automate approval and signing orders to stay compliant. Your customers can easily eSign the documents from any device or in person.
Smart file storage
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.
Merge CRM fields instantly
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.
Follow document statuses
Track real-time status updates right from Copper. Know exactly when to follow up with prospects by tracking every document interaction with built-in analytics and email notifications.
Get instant feedback
The built-in collaboration feature eliminates the frustrations of numerous emails and phone calls. In-document commenting improves negotiation processes and helps documents close faster.
Who uses the PandaDoc integration with Copper CRM
Spend less time in the office writing proposals with PandaDoc 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.
Frequently asked questions
You can enable the PandaDoc integration with the Professional and Business plans from Copper CRM since the integration requires API functionality.
How do I enable the PandaDoc integration in my Copper CRM account?First, install the free Chrome extension from the Chrome Web Store. Then open your Copper account and choose to connect your PandaDoc quoting software account in the PandaDoc panel on the right.
Where do I learn more about how to connect PandaDoc and Copper CRM?
How do I connect Copper CRM and PandaDoc to other tools?Use our Zapier integration to connect PandaDoc documents with Copper CRM and other tools, including Gmail and other G Suite apps, Slack, MailChimp lists, Xero, Typeform, and others.
Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.