Copper Training

Editor: 2.0

Difficulty Rating: ◉◎◎◎◎

Watch Time: 11 min

PandaDoc’s integration with Copper (via Chrome Extension) allows you to create, send, and track documents from your Opportunities, People and Company objects, pulling in relevant data from Copper, your single source of truth.

The following video will cover how to get set up including how to:

• Install the Chrome extension
• Configure your variables 
• Create and send a document