Overview
These are the steps to integrate PandaDoc from the Josys App Catalog page.
Integration Specifications
| Target Plans | Essential, Business, Enterprise |
|---|---|
| Admin Type for Integration | Admin |
| Connection Method | API Key/Token |
| Integration Key | |
| Capabilities | Account DeletionAccount Visualization |
| Account Visualization | ActiveDeletedInactive |
| Statuses Not Eligible for Unmanaged IDs | Deleted |
| Settings Available Upon Provisioning | |
| Settings Available Upon Deletion | |
| Contract Information | How to check contract information |
| Other Retrieved Items | ・Role ・Workspace Name ・Created Date ・Updated Date |
| Visualizable Items |
・Role ・Status ・Role ・Workspace Name ・Created Date ・Updated Date |
| Retrieved Items for License Management | |
| Common Items | Role Status User |
| Permission Editing |
Generating an API Token
- Log in to PandaDoc with an
Adminaccount. ClickSettings > Integrations. SelectAPIat the bottom of the screen. - Click
Generate sandbox keyto generate and copy the token.
Integration with Josys
- Click Integrations > App Catalog from the left sidebar of Josys.
- Search for PandaDoc and click it.
- The setup page will be displayed on the right side.
- Enter the API key and click Next to complete the integration.