🔔 The PandaDoc Copper integration has a new native app
The Chrome Extension is being replaced by a native app built directly into Copper — no extension required. It works in any browser and adds support for Leads as a document source.
Note: The native app is rolling out gradually. If you don't see it in your Copper account yet, contact our Support team.
Availability: Business and Enterprise plans
Copper plans and access to the API: this integration will only work on the Professional and Business Copper plans, as these two plans have access to the API functionality.
This integration will allow you to create, send, and track documents from Opportunities, People and Company objects from Copper.
Install PandaDoc from the Copper marketplace
In Copper, go to Settings → Integrations.
Find the PandaDoc native app under Native Integrations.
Select Connect.
Select all checkboxes in the permissions screen and confirm.
Open a record — for example, a Deal — and go to the PandaDoc tab.
Select Authenticate and follow the prompts to connect your PandaDoc account.
Select Connect on the Copper CRM tile when prompted
Select OAuth2 or Client Credentials.
With OAuth2, you'll need to select Authorize
With Client credentials you'll need to fill in your API key from Copper and user email address.
Once authenticated, the PandaDoc panel is ready to use across your Copper records.
Link integration to your template
Create a new template or open an existing one
Select +Add step and select Pull data from integration step
Select Copper
Select the object you'll be pulling the data from. You can select Opportunities, Leads, Companies, or People.
Add dynamic variables
Select Go to editor on the Variables button to add variables to the template.
Hover over a variable (data field from the selected object in Copper) and select Copy. Then paste it in a text block in your template.
You can also add a variable directly within a text block. Click inside the block, type an open square bracket, choose the object you want to pull the variable from, then select the specific variable. It will be inserted at your cursor, highlighted in yellow.
Add all the variables you need and click Save changes at the top right.
Configure merge fields
You can pass data from Copper leads into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you must not include square brackets - you can simply select the field you need from the Merge field data.
Select a field or add a new one and select the gear icon to open Properties
In Properties, scroll to the Merge field data source should list the ‘Copper lead’
You can search and select the needed Copper lead field to pre-populate them for the recipients
Select Save changes at the top right
Generate a document
Select Use this template to start document generation.
Choose the specific lead/company/person record you want to use
Add document recipients. Contacts from your connected Copper object appear at the top of the dropdown for quick access.
Select Edit document at the top right and preview the document to verify all variables are populated correctly. Add missing details if needed
Select Continue to editor to review the generated document to ensure all information is accurate
Select Review and send at the top right to review document settings, add an email message, and send the document
Generating documents in Copper
You can also create and manage documents directly within your Copper account.
You'll need to authorize PandaDoc to access your Copper data if you haven't yet connected and authorized in from your PandaDoc account:
Open any supported record (Opportunity, Lead, Company, or Person)
Locate the PandaDoc tab
Click the Authenticate button
Follow the authentication prompts
Once authorized, the document creation workflow is the same as creating documents from PandaDoc:
Navigate to the record you want to create a document for
Scroll to the PandaDoc embedded app
Click +Document
Select your template
The document will automatically populate with data from the current Copper record
Add recipients, review, and send the document
Limitations
The integration is compatible only with pandadoc.com (not pandadoc.eu).
A PandaDoc admin user must install the app and connect it for each workspace.
You can connect only one data source (leads, companies, or people) per PandaDoc template.
Copper does not include a native Quote object. All document management is handled through the PandaDoc widget on lead, person, and company detail pages.
Documents created from a Copper object will not appear on its associated objects. For example, a document created from a deal will not appear on the associated person or company.
Chrome Extension setup (legacy)
Important: The Chrome Extension is being deprecated. We have a new native app built directly into Copper — no extension required. Please reach out to our Support team, if you don't have it yet.
Please make sure, you have a PandaDoc account and you’ve installed the PandaDoc Chrome extension for Copper.
To install the Chrome extension, go to your PandaDoc account, Settings > API & Integrations, find Copper, click on it and click “Install Chrome extension.”
This integration works with multiple workspaces. Enable the integration once and log into the desired workspace. In the Related Documents section, you will see only the documents created within the integration and located inside the workspace you are logged into.
Login to your Copper account and access the PandaDoc panel
To access the PandaDoc panel, open any opportunity, people, or organization record. The panel with Create new document button will automatically appear on the right once you install Copper Chrome extension.
Use PandaDoc Roles and templates to import Contact information
With Template Roles, we can import contact information (First Name, Last Name, Email Address and Company) from a Copper record.
Create a Role first: open your template, go to Manage roles tab on the right, add a Role.
Access Role variables: go to the Variables tab, find your role variables, copy and add them to your template.
Setup your templates to pass data from Copper
Variables are very helpful timesavers that will auto-fill information from an opportunity, people or a company record into a document. Learn more about variables here.
To view all of the available data that you can push from an opportunity, people or an organization record via variables to a document, click on the gear icon -> “Variables” tab;
Copy a variable name with the square brackets from the list;
Add it in your template.
From now on, every document created from an object within Copper — using this template — will be prefilled with the information you set up.
Note: Custom fields added to an opportunity, people or company will also show up in the list of variables.
Passing information from Copper into PandaDoc (via fields)
You can pass data into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you don’t need to include square brackets.
In the list of tokens, copy the token without square brackets into Merge field.
Once the document has been sent, the recipient will see the pre-filled data and be able to update this field, provided the field has been assigned to them.
Send and track documents
Go to a Copper opportunity, people or company, on the PandaDoc module, click "Create a new document";
Select your template. If you are creating from an Opportunity record, Owner and Primary Contact will be suggested as recipients, assign them to Roles and click "Start editing";
Check the document and send it out;
Go back to the Copper record to track the document status.
