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.