CLI for PandaDoc document management with Copper CRM integration
Project description
PandaDoc CLI
CLI for managing PandaDoc documents with Copper CRM integration.
Installation
uv sync
Usage
# First-time setup
pandadoc config init
# Configure field mappings
pandadoc copper fields
pandadoc copper mapping set "Client Name=opportunity.name"
# Create doc from Copper opportunity
pandadoc copper pull 12345678 --template "Sales Proposal"
# Send for signature
pandadoc doc send <doc-id> --subject "Your proposal"
# Sync status back to Copper
pandadoc copper sync <doc-id>
Commands
pandadoc doc- Document CRUD and lifecyclepandadoc contact- Contact managementpandadoc copper- Copper CRM integrationpandadoc config- Configuration management
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