PandaDoc Proposals and eSignatures for Copper CRM
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Extension summary
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.
Get instant comments from your colleagues and customers to negotiate faster.
Try it free at www.pandadoc.com
Extension safety
Risk impact
PandaDoc Proposals and eSignatures for Copper requires very minimum permissions.
Risk likelihood
PandaDoc Proposals and eSignatures for Copper has earned a good reputation and can be trusted.
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