Sync Tables
See examples of tables of data that can be pulled in from Copper in the sync tables above.
Demo Docs
Invoice Approval Workflow with Copper
This doc lets you associate invoices from an outside platform with Won Opportunities, and track them through the approval, payment, and followup process.
Docket Numbering for Copper
Some companies give each project/job a unique identifying number, to aid in planning, expense tracking, billing, etc. This demo doc generates a serial number in a special format for any new Opportunities, and logs it into a custom field.
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.