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Plan availability: Business and Enterprise
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.
Please make sure, you have a PandaDoc account and you’ve installed the PandaDoc Chrome extension for Copper (ProsperWorks) (currently this integration is only available for Chrome browser users).
To install the Chrome extension, go to your PandaDoc account, Settings > Integrations, find Copper, click on it and click “Install Chrome extension”:
Login to your Copper account and access the PandaDoc panel
To access the PandaDoc panel, open any opportunity, people or organization record. If you see a screen like this, please click “Connect” and login to your PandaDoc account.
Once you’re connected, you will see a list of related documents to an opportunity, people or an organization.
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, click Roles on the right, add a Role.
- Access Role tokens: click Content > Tokens, find your role tokens and copy and paste them on the template body.
Setup your tokens to pre-populate your documents with opportunity data
Tokens are very helpful timesavers that will auto-fill information from an opportunity, people or a company record into a document. Learn more about tokens here.
- To view all of the available data that you can push from an opportunity, people or an organization record via tokens to a document, click on the gear icon -> “Tokens” tab;
- Copy a token name with the square brackets from the tokens list;
- Paste it on 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 tokens.
Send information from Copper into PandaDoc fields
While uploaded templates do not support the use of tokens, we do have a workaround for this! You can populate data from Copper to a document created from an uploaded template by placing tokens within a Textfield Field.
- Open the PandaDoc panel, and click on the green gear. Then click on Tokens;
- Copy your token to your clipboard;
- In your PandaDoc template, click on a textfield and go to the field’s settings;
- Paste the token in your textfield’s Title. Then remove the square brackets.
Send and track documents
- Go to a Copper opportunity, people or company, on the PandaDoc module, click "Create a new document";
- Choose 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.