Arrow iconAll 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
Author photo: Liz Gonzalez

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 postsArrow icon
Featured image: 11 video types to drive growth with video marketing for business

Marketing - 9 min READ

11 video types to drive growth with video marketing for business

Creating marketing videos for your business doesn’t need to be overwhelming. Here’s how to get started.

Featured image: Copper now stores and organizes all the documents you send through Gmail — in one place.

Copper news - 2 min READ

Copper now stores and organizes all the documents you send through Gmail — in one place.

New file organization capabilities automatically sync with Gmail and Calendar and surface your important customer files across CRM records.

Featured image: 7 things to know when switching from Universal Analytics to Google Analytics 4

Sales - 4 min READ

7 things to know when switching from Universal Analytics to Google Analytics 4

There are many reasons to switch to Google Analytics 4 from Universal Analytics — and Google won’t support the old version starting in 2023.

Featured image: A 4-step process for customer research

Marketing - 3 min READ

A 4-step process for customer research

Customer research doesn’t have to be a pain, you just need the right approach. Follow these 4 steps to uncover your ideal customers.