PandaDoc Integration

Integrating PandaDoc with Josys enables the IT Admin to view the user accounts.

Key benefits

When you integrate Josys with PandaDoc, you can:

• View: List of user accounts, including their status, roles, workspace name, and the timestamp of account creation or updation. 

Note: Josys supports multiple PandaDoc integrations.

Prerequisites  

Before you begin with the integration, make sure that you have:

• A PandaDoc Admin Account.
• Essential, Business, or Enterprise plan.
• An API Key for integration.

Locating API Key 

Step 1. Log in to PandaDoc using an admin account. Click Settings located at the bottom-left and select Integrations. Click API.

Step 2. Click the Configuration tab and copy the Sandbox key.

Steps to Integrate 

Step 1: Select PandaDoc from the App Catalog in the Apps section.

Step 2: Provide a suitable Label for identification. Enter the API Key and click Next to proceed.

Step 3: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.