Copper Integration: Foundations
Discover how to set up a personalized document automation process by integrating Copper and PandaDoc. In this 20-minute course, you'll learn how to set up the integration to improve collaboration and streamline document creation with information from your CRM. (Learn more…)
Copper Integration: Foundations
Discover how to set up a personalized document automation process by integrating Copper and PandaDoc. In this 30-minute course, you will gain the knowledge necessary to set up the integration, improve collaboration and streamline document creation with information from your CRM. This course consists of multiple lessons and includes videos and simulations to familiarize you as the learner with the best practices of using the Copper and PandaDoc integration.
This course is designed for:
- PandaDoc users using Copper as their CRM
- Users with a Business or Enterprise plan
By the end of this course, you’ll be able to:
- Configure the integration between PandaDoc and Copper
- Customize templates to automatically extract data from Copper when creating documents
- Create PandaDoc documents directly from your Copper account
- Manage a document in Copper after it has been created