DocuSign + Copper
Copper CRM integrates with DocuSign to auto-fill templates that make it easy to send and sign e-documents.
Overview
Get signatures faster, track document status and once signed—store related e-signed documents to accounts, contacts, leads and opportunities in Copper for quick retrieval.
- Auto-pull in contact details and file information—via Google Drive, Dropbox or upload from your computer
- Choose recipients and assign signing roles from inside Copper
- Using artificial intelligence, the integration auto applies a document template based on that information
- View updated document status in Copper: Sent, Received, Completed or Error
- Store all related documents sent via DocuSign to relevant accounts and contacts
- Click and view signed documents with appropriate permissions and access
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