Tired of creating documents from scratch?

Document Management Inside Copper

Now you can automatically generate, populate and store proposals, reports, SoW, NDAs, or any document with the right customer data every time.

Eliminate disconnected business documents

Take control of your document template library so teams have the latest version of any document.

Empower teams to generate and store standardized documents faster with an easy-to-use template management solution that lives in Copper.

Library

Select a template from your library straight from Copper

Trigger

Or, choose what action triggers the document creation in Copper

Dynamic

Pull in fields from Copper to auto-populate your document

Activity

Copper's activity feed is automatically updated with key touch-points

One plan that gets things done, your way!

$99/mo
Plus $875 one-time setup fee

Unlimited users
Works seamlessly in Copper CRM
You define custom rules when documents are generated
Add additional templates to your library with ease
Smart document storage with Google Drive
Manage the template library with your own custom app
Eliminate shadow templates and save hours of mundane work
Done-for-you service

The plan is billed yearly, on a per-instance basis (not per user). Prefer to pay monthly? Use this payment link instead. The setup fee will be invoiced separately.