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Productivity - 2 min READ

Copper x PandaDoc make proposal creation easy and fun

Create stunning proposals in minutes using your Copper CRM data

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Author photo: Jessica Andrews

Jessica Andrews

VP Marketing

We’re excited to feature PandaDoc as our integration of the month. It's one of our most popular and beloved integrations for a reason; PandaDoc makes it so easy for any Copper user to build beautiful proposals that capture your prospects' attention.

“I like the seamless integration between [Copper and PandaDoc]. The information from Copper populates into our partner agreements.” – Anonymous, via G2

Here’s why Copper and PandaDoc make the perfect pairing:

  • Create proposals in minutes: The PandaDoc integration lets you create beautiful proposals directly within your Copper opportunity records. Choose from templates and content libraries without having to get approval from your marketing team.
  • Save time with built-in eSignatures: Get quick approval through PandaDoc’s built-in electronic signature software that collects digital signatures from any device, plus in-person signatures.
  • Pull in important opportunity data: Use merge fields to customize proposal documents with opportunity details, contact information or any other custom fields automatically. No need to worry about adding incorrect details or missing important fields.

For more details on the Copper x PandaDoc integration, click here.

To access this integration, you’ll need a Copper Pro or Business plan, and a PandaDoc Business or Enterprise plan.

Try Copper free

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

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