PandaDoc for Copper (formerly ProsperWorks)

Create stunning proposals and close deals faster with PandaDoc and Copper CRM.

No credit card required

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

Sales teams

Spend less time in the office writing proposals with our proposal software, and know exactly when to follow up with every prospect.

Sales leaders

Gain greater visibility into your team’s pipeline and performance by monitoring proposals as they’re created, sent, viewed, and signed.

Marketing

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.
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.
Read our Help Center article to learn more about the Copper CRM integration with PandaDoc contract management software.
Use Zapier integration to connect copper.com and other tools, including Gmail and other G Suite apps, Slack, Intercom, MailChimp lists, Xero, Typeform, and others.