Copper Partners with DocuSign to Enable Small Businesses to Accelerate Business Decisions

Recommended CRM for G Suite, Copper streamlines eSignatures for Better Collaboration Across Teams

Copper, a Google Cloud-recommended CRM for G Suite, announced a new integration with DocuSign to allow users to easily prepare, sign, send and manage electronic documents within G Suite. DocuSign helps organizations connect and automate the entire system of agreements, so Copper users can work more efficiently. This integration will help teams and businesses collaborate better, while speeding up the once-manual, paper-based process of signing and sending contracts.

The key benefits of the DocuSign integration will allow Copper users to autofill details, send and manage agreements that require signatures and associate them to any account, contact or pending deal. DocuSign works seamlessly with Copper to allow teams across any organization to stay in sync regarding current status of an agreement, potential bottlenecks in the process, or outstanding needs.

“We are thrilled to be partnering with Copper to deliver a more efficient way for businesses to come to an agreement,” said Chris Rimer, vice president of business development at DocuSign. “This new integration will automate the entire agreement process for our joint customers – allowing them to do business faster with less risk, lower costs, and better experiences.”

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Copper customers using DocuSign subscription can easily upload documents, track status and manage the entire agreement process directly through its platform. DocuSign’s native integration is available on Copper’s Professional and Business plan—read more about how it works here.

“Our new DocuSign integration is part of our continued efforts to provide software that’s built for people, not unnecessary processes,” said Dennis Fois, CEO of Copper. “We’re seeing a shift in the way CRM is used in the modern workforce. It’s become a team-focused tool that requires the  flexibility to fit the needs of businesses and allow users to share agreements and collaborate easier. DocuSign is helping us achieve this mission.”

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Copper organizes all customer data to make it useful and accessible in G Suite, so that employees in every department can collaborate and build better customer relationships. DocuSign, also a Recommended G Suite App, is a powerful way that Copper users can work within G Suite so that they never have to interrupt their everyday workflow, thereby eliminating the tedious, time-consuming data entry that causes sales and marketing teams to abandon CRM systems altogether.

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