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
After you start the connection, you have to configure it in the Create connection panel and must complete all of the required * authentication settings:
| Setting | Instructions |
|---|---|
| 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). |
| OAuth 2.0 client * |
To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( |
How to retrieve client ID and client secretTip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see token auth universal connector documentation.
How to retrieve client ID and client secret
- Sign in to your PandaDoc account.
- Click Create application (or open the settings for an existing OAuth app).
- Enter the required fields to create a new application.
- Once the app is created, you can retrieve the client ID and client secret from the bottom of the settings form.
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