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:
|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 ( ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.
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.
- 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.