Create, send, track, and eSign proposals and quotes from within Copper CRM to expedite your sales process and close deals fast.
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Access the PandaDoc panel from any opportunity, contact or company record within Copper. In minutes you can easily create, send, and track documents on-the-fly.
- Create dynamic sales docs in minutes right within Copper CRM opportunities, contacts, and companies objects.
- Save time and money with legally-binding built-in eSignatures. No need to purchase a separate electronic signature tool.
- Get immediate access to your documents in any object as they are automatically stored in PandaDoc.
- Merge data from Copper into your documents automatically to eliminate errors.
- Track doc statuses in real-time right from Copper without switching between applications.
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