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Ideas to Improve PandaDoc: Integrations

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2-way synchronization with Copper

2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

6 votes

AdminMasha Kisel (Admin, PandaDoc) shared this idea · Apr 20, 2020 · Admin →

Idea · Jul 7, 2021

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Rhoya Selden commented · January 23, 2025 1:56 PM

Have PandaDoc automatically update the opportunity/project status in Copper pipeline so we don't have to manually do it when documents are sent or completed.

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