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DocuSign + Copper

Copper CRM integrates with DocuSign to auto-fill templates that make it easy to send and sign e-documents.

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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.

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  • 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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