PandaDoc Proposals and eSignatures for Copper

pandadoc.com

4.2(

5 ratings

)

Extension Workflow & Planning2,000 users

Overview

Create, send, track, and eSign proposals and quotes from within Copper CRM to expedite your sales process and close deals fast.

Access the PandaDoc panel from any opportunity, contact or company record within Copper. In minutes you can easily create, send, and track documents on-the-fly. - Create dynamic sales docs in minutes right within Copper CRM opportunities, contacts, and companies objects. - Save time and money with legally-binding built-in eSignatures. No need to purchase a separate electronic signature tool. - Get immediate access to your documents in any object as they are automatically stored in PandaDoc. - Merge data from Copper into your documents automatically to eliminate errors. - Track doc statuses in real-time right from Copper without switching between applications. - Get instant comments from your colleagues and customers to negotiate faster. Try it free at www.pandadoc.com

4.2 out of 5
5 ratings
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Details

Version
1.6.9
Updated
August 27, 2024
Flag concern
Size
276KiB
Languages
English
Developer
PandaDoc
3739 Balboa St #1083 San Francisco, CA 94121-2605 US
Website
Email
support@pandadoc.com
Trader
This developer has identified itself as a trader per the definition from the European Union.

Privacy

The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

Not being sold to third parties, outside of the approved use cases
Not being used or transferred for purposes that are unrelated to the item's core functionality
Not being used or transferred to determine creditworthiness or for lending purposes

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