Create media-rich proposals quickly right within Copper (formerly ProsperWorks)
Know exactly when to follow up with prospects by tracking document interaction using built-in analytics
Pull key information directly into documents using PandaDoc Tokens
Get proposals signed faster with electronic signature
Unlimited document sending that lets you use PandaDoc for all of your proposals, contracts, and quotes. Send, store and access relevant documents without leaving Copper (formerly ProsperWorks).
Legally-binding electronic signatures that make it easy for your sales team and their prospects to sign documents from any computer or mobile device. Close deals faster by making signing as simple as possible for prospects.
Templates and the content library make it easy for you to provide your staff with approved documents, images, and videos. Reduce busy work by having frequently used content always accessible in one place.
Our drag-and-drop document builder allows you to create stunning proposals in minutes. Include images, charts, and videos to personalize proposals that leave a lasting impact on each prospect.
The built-in collaboration feature eliminates the frustrations of numerous emails and phone calls. In-document communication improves negotiation and helps documents close faster.
Who uses PandaDoc with productivity CRM Copper
Outside Sales Representatives
Spend less time in the office writing proposals, and know exactly when to follow up with every prospect.
Gain greater visibility into your team’s pipeline 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 other collateral for use in their proposals.
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.