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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 lifecycle
  • pandadoc contact - Contact management
  • pandadoc copper - Copper CRM integration
  • pandadoc config - Configuration management

Project details


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