How to create Google Docs (& PDFs) from Copper in less than 2 mins [Step by step]
Quickly and easily automate your proposals, contracts, NDA's and more from @CopperCRM with Google Docs and Portant. In this video you’ll learn how you can automatically create pdfs and Google Docs from Copper (and automatically request eSignatures if you want). Why does it matter? Research shows that if you use eSignatures, 80% of agreements are completed in less than a day, and 44% in less than 15 minutes. If you're not automating your contract and agreement processes, you're missing out on potential efficiency gains or even revenue!
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📄 TRY PORTANT
https://www.portant.co/
Install our Copper App
https://www.copper.com/integrations/p...
Portant is a simple online document automation platform, perfect for optimising your business's workflows. You can use Portant to automate invoices, legal contracts, sales presentations, certificates, employee letters and a whole lot more.
Thanks for watching
James & Portant.co
#documentautomation #googleworkspace #esignature #esign #googledocs #Copper #coppercrm