PandaDoc for Copper (formerly ProsperWorks)

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

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Top Features

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.

Sales Managers

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

Marketing Departments

Ensure consistent branding by providing your sales department with a custom library of images, videos, and other collateral for use in their proposals.

Security

PandaDoc is built on the same AES-256 encryption that enterprise organizations and financial institutions around the world rely on to protect their intellectual property. PandaDoc data centers (handled by Amazon AWS) are state of the art, utilizing innovative architectural and engineering approaches. Our cloud servers are the same ones used by NASA, J.P. Morgan Chase, and NASDAQ! Learn more
Security

Value

PandaDoc delivers more value than any other document automation platform out there. Most businesses can enjoy the benefits of our Business Plan, and our Enterprise solutions offer custom onboarding packages, API access, and powerful content control features.
Value
Disclaimer

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.