Copper (former ProsperWorks) Integration with PandaDoc

 

Get more information here: PandaDoc for Copper

Availability: Business and Enterprise

Copper plans and access to the API — Please note that this integration will only work on the Professional and Business Copper plans, as these two plans have access to the API functionality. Please review these plans, here. If you are using the “Basic” plan, you will need to upgrade or contact Copper Support in order to gain access to the API.

What does this Integration do? This integration will allow you to create, send, and track quotes, proposals, and contracts from within Copper. You will be able to start the document creation process from Opportunities, People and Organization objects from Copper.  Opportunity records with all of your custom fields and contact information will flow into your documents seamlessly.

Before you get started, however, please make sure that 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 Prosperworks, click on it and click “Install Chrome extension”:

Step 1: 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.

Step 2: Setup of PandaDoc Templates to be used with Copper.  Next, we need to setup our templates and how we want to pull in data from Copper.   In the following sections, we will discuss the setup of “Roles” and “Tokens”.

Step 2-A: Use of PandaDoc Roles and templates to import Contact information. With the use of PandaDoc Roles, we can import from Copper Opportunity object, contact information. The following information: First Name, Last Name, Email Address and Company. Click here for more details about how to use PandaDoc Roles.

Step 2-B: 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 an organization 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.

Let’s say you want to pre-populate your standard proposal template with the following data from a Copper opportunity. Example, we will use Company Name and Opportunity Name.

To do so, first go to PandaDoc and open your template. Then copy and paste token IDs from the PandaDoc panel within Copper into your template. The most important thing is to place them into square brackets. This is what differentiates them from regular text.


From now on every document that you create from a deal within Copper — using this template — will be prefilled with the Company Name and Opportunity Name.

Step 2-B: Example list of tokens that can be used from Copper:

Copper Opportunity Fields PandaDoc Token to Use
Opportunity Name [opportunity.name]
Opportunity Value [opporunity.monetary_value]
Copper Company Fields PandaDoc Token to Use
Company Name [company.name]
Company ID [company.id]
Company Email Domain [company.email_domain]
Company Street Adress [company.address.street]
Company City [company.address.city]
Company State [company.address.state]
Company Zip [company.address.postal_code]
Company Country [company.address.country]
Example of Custom Field for Company (Number of Employees) [company.number_of_employees]
Copper Contact Fields PandaDoc Token to Use
Contact Name [contact.name]
Contact Title [contact.title]
Contact ID [contact.id]
Contact Street Address [contact.address.street]
Contact City [contact.address.city]
Contact State [contact.address.state]
Contact Zip [contact.address.postal_code]
Contact Country [contact.address.country]

 

Step 2-C: Examples of Custom Fields in Copper and how to use Tokens. You can also send over custom fields that you created in Copper. Here is an example of the tokens you could use for “Opportunity”, “Contact” and “Company”. Please note that if your Copper custom fields have “Spaces”, the tokens would NOT use spaces

Examples of Custom Fields in Copper PandaDoc Token to Use
Opportunity Custom Fields:
Ex: Number of Employees [opportunity.number_of_employees]
Contact.Custom-Fields
Ex: OS Version Used [contact.os_version]
Company.Custom-Fields
Ex: Number Of Employees [company.number_of_employees]


Step 3: Tracking your documents in Copper.
 Once you have created a document from the object item in Copper, you can always revisit the document by accessing it through the PandaDoc module. Example shown below:

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Click on the “Help” button next to your profile icon
  3. Choose Submit Help Request option

Or feel free to contact us using our public form:

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