All posts

Copper news - 4 min READ

Copper + DocuSign: Send and Save Signed Docs Right from Your CRM

Copy blog url
Twitter share logoLinkedin share logoEmail to logo
Article featured image

Liz Gonzalez

We’re keeping the integrations coming! Introducing a hot new one hot off the press aimed to help you get signatures, track document status and store related e-signed documents to accounts, contacts, leads and opportunities in Copper for quick retrieval.

Meet the Copper + DocuSign integration! 📄✍️

copper's crm dashboard with docusign integrated

Why does this matter?

With Copper connected to DocuSign you’ll be able to autofill details, send and track electronic documents that require signatures and associate them to any account, contact or pending deal.

What this DocuSign integration lets you do:

  • Auto-pull in contact details and file information—via Google Drive, Dropbox, or an upload from your computer
  • Choose recipients and assign signing roles right inside Copper
  • Using artificial intelligence, the integration can auto-apply a document template based on that information
  • See a document's latest status in Copper: Sent, Received, Completed or Error
  • Store all related documents sent via DocuSign to relevant accounts and contacts
  • Check up on signed documents with appropriate permissions and access
docusign permissions in copper crm

Copper + DocuSign

The Copper + DocuSign integration shows you the documents that've been sent to your contacts and what status they are: Sent, Received, Complete, or Declined.

See a demo of how it works.

The Copper + DocuSign native integration is available on the Professional and Business plan—read more about how it works here.

Want to turn it on today? Have your Copper admin navigate to the Settings page (under Integrations) and connect to DocuSign.

Not a Copper user yet? Sign up for a free trial!

Try Copper free

Instant activation, no credit card required. Give Copper a try today.

Ideo graphicMasterclass graphicSwell graphicBubbles graphic
Copper try free image

Keep Reading

All posts

Productivity - 3 min READ

Promoting employee engagement in a remote workforce

What we've learned while moving to a fully remote work model at Copper, and initiatives for effectively supporting remote employees.

Productivity - 4 min READ Is it the right “CRM” for you? is best known as a project management tool, but it has some light CRM capabilities. 5 questions to ask before choosing it as your "CRM."

Productivity - 6 min READ

Jumpstart your new business with these tech tools

Choosing the right tech tools for entrepreneurs or small businesses doesn’t have to be overwhelming. Here’s our list of the technologies you need to thrive from the start.

Copper news - 2 min READ

Copper + Outfunnel Revenue marketing report 2022

Marketing and sales leaders are optimistic about revenue goals in 2022, but remote work arrangements and other issues challenge coordinated efforts.