PandaDoc is an all-in-one document workflow automation platform that helps in creating, managing, and signing digital documents such as proposals, quotes, and contracts.
Set up a connection
This video demonstrates creating a PandaDoc connection.
After you start the connection, you have to configure it in the Create connection panel and must complete all of the required * authentication settings:
|Name your connection *||Enter a clear and distinguishable name.
Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
|Auth type *||Select OAuth 2.0 as the authentication type for this connection (the token option is described separately).|
API key *
||Enter the API key of your PandaDoc account.
Multiple layers of protection, including AES 256 encryption, are in place to keep your API key safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.
How to retrieve API key
Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see token auth universal connector documentation.
- Sign in to your PandaDoc account.
- Navigate to Profile settings > Integrations > API.
- Copy API key.