Available with the following plans:
🚨 Recent updates to the PandaDoc integration
The PandaDoc integration now uses a fully embedded app experience inside Copper, replacing the previous Chrome Extension workflow.
This updated experience includes:
Native in-app document creation inside Copper
Support for Leads in addition to Opportunities, People, and Companies
Faster and more modern document workflows
Easier workspace switching
Document visibility directly within Copper records
As part of this transition, users should move from the PandaDoc Chrome Extension to the embedded app experience.
Moving from the Chrome Extension to the embedded app
If you’re an existing PandaDoc integration user, you’ll need to move from the Chrome Extension to the new embedded app experience inside Copper.
The updated experience includes a more modern document workflow, support for Leads, and a fully native integration directly inside Copper.
To switch to the new experience:
Step 1: Install the PandaDoc app
Navigate to the PandaDoc integration listing
Click Install
Step 2: Authenticate your PandaDoc account
Open any Opportunity, Person, Company, or Lead record in Copper
Open the PandaDoc panel
Click Sign in to PandaDoc
Complete the authentication flow
Once connected, the embedded PandaDoc experience will be available directly inside Copper.
Step 3: Remove the Chrome Extension
After confirming the embedded app is working correctly:
Open Chrome
Select the Extensions icon in the top-right corner
Find the PandaDoc Chrome Extension
Click the three-dot menu
Select Remove from Chrome
You no longer need the Chrome Extension once the embedded app is connected.
Step 4: Start using the embedded experience
You can now create, send, and track PandaDoc documents directly inside Copper without leaving your CRM.
Key benefits of the new embedded experience
Native embedded experience inside Copper — no Chrome Extension required
Create documents from Opportunities, People, Companies, and Leads
Faster, more streamlined document creation workflows
Seamless switching between PandaDoc workspaces
Track document statuses directly from Copper records
Reduce context switching by creating and managing documents without leaving Copper
Requirements
To use this integration, you will need:
An active Copper account (Professional or Business)
An active PandaDoc account (Business or Enterprise)
Have other tools you want to integrate? Check out the Copper Marketplace to explore additional integrations and apps.
Admin setup requirements
A user must be an Admin to set up the PandaDoc integration inside Copper.
If a non-admin user needs to connect PandaDoc for the first time, temporarily elevate their permissions to Admin during setup, then remove Admin access once authentication is complete.
If you run into any issues during setup, please contact Copper Support through the in-app chat.
Access the PandaDoc panel inside Copper
Once installed and authenticated, open any Opportunity, Person, Company, or Lead record in Copper.
The PandaDoc panel will appear directly within the record, where you can:
Create new documents
View document statuses
Track document progress
Manage existing PandaDoc files
Use PandaDoc roles and templates to import contact information
Template Roles allow you to automatically import contact information from Copper records into PandaDoc documents, including:
First name
Last name
Email address
Company name
To create a Role:
Open your PandaDoc template
Go to the Manage roles tab
Add a Role
To access Role variables:
Open the Variables tab
Find your role variables
Copy and add them into your template
Note: Variables are not available on PandaDoc eSignature plans.
Set up templates to pass data from Copper
Variables automatically fill document fields using information stored in Copper records.
You can pull information from:
Opportunities
People
Companies
Leads
Custom fields
To add variables:
Open the gear icon inside PandaDoc
Navigate to the Variables tab
Copy the variable name, including square brackets
Paste it into your template
From then on, documents created from Copper using that template will automatically populate with the selected information.
Note: Custom fields added to Opportunities, People, Companies, or Leads will also appear in the variable list.
Pass information from Copper into PandaDoc fields
You can also pass data into PandaDoc fields using Merge Fields.
Unlike variables, Merge Fields do not require square brackets.
To use Merge Fields:
Copy the token from the variable list
Paste it into the Merge Field setting
Send the document as usual
Recipients will see pre-filled information and can update editable fields assigned to them.
Send and track documents
To create and send a document:
Open an Opportunity, Person, Company, or Lead record in Copper
In the PandaDoc module, click Create a new document
Select a template
Assign recipients to Roles
Click Start editing
Review and send the document
Once sent, return to the Copper record to track the document’s status directly inside Copper.
Have other tools you want to integrate? Check out our integration marketplace to see hundreds of options!
Still have questions?
Still have questions? Contact the PandaDoc team for help with this third-party integration.