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.
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