PandaDoc Integration

Modified on Mon, 29 Jan 2024 at 07:42 AM

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.


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 3After 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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article