PandaDoc

PandaDoc empowers more than 40,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more.

Create proposals in minutes
Build outstanding proposals right within CRM opportunities and other objects. Templates and a dedicated content library make it easy to customize documents with approved marketing collateral or legal clauses, pricing tables, images, and videos.

Save with built-in eSignatures
Send documents for signing right from Copper CRM without paying for separate electronic signature software. Automate approval and signing orders to stay compliant. Your customers can easily eSign the documents from any device or in person.

Smart file storage
Get access to any sales document from your CRM without actually storing it in Copper CRM. Save money and purchase the less expensive CRM plan without worrying about storage limits.

Merge CRM fields instantly
Pull key information directly into documents using PandaDoc tokens. Pre-populate new documents with opportunity details, contact, and other custom fields with automated data entry.

Get instant feedback
The built-in collaboration feature eliminates the frustrations of numerous emails and phone calls. In-document commenting improves negotiation processes and helps documents close faster.