Set up an OAuth 2.0 connection to PandaDoc

PandaDoc documentation: API guide, Authentication

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. For a list of supported endpoints, see Supported PandaDoc endpoints.

A. Set up a PandaDoc connection

Start establishing an OAuth 2.0 connection to PandaDoc in either of the following ways:

• From the Resources menu, select Connections. Then, click + Create connection at the top right.
      – or –
• While working in a new or existing integration, you can add an application to a flow simply by clicking Add source or Add destination/lookup.

In the resulting Application list, select PandaDoc.

The Create connection pane opens with required and advanced settings.

B. Edit PandaDoc application details

At this point, you’re presented with a series of options for providing PandaDoc authentication.

Name (required): Provide a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.

Application (required, non-editable): A reminder of the app you’re editing. 

Application details

Authentication type (required): Select OAuth 2.0 from the drop-down menu.

iClient (required): Select the iClient pair that stores the client ID and client secret provided to you by PandaDoc. To add an iClient and configure your credentials, click the plus (+) button. Click the edit ( ) button to modify a selected iClient. Be sure to give the iClient a recognizable name for use in any other connections. Use the following steps to retrieve the client ID and client secret:

1. Navigate to the PandaDoc Developer Console to register the OAuth application.
2. Click Create application (or open the settings for an existing OAuth app).
3. Enter the required fields to create a new application.
4. Once the app is created, you can retrieve the Client ID and Client secret from the bottom of the settings form.

Redirect URL (read-only): Copy this integrator.io callback URL to provide directions to PandaDoc for where to go after authentication. (This URL should be whitelisted with the authorization server.)

https://integrator.io/connection/oauth2callback

C. Edit advanced PandaDoc settings

Before continuing, you have the opportunity to provide additional configuration information, if needed, for the PandaDoc connection.

Borrow concurrency from (optional): Select another connection from the list....

Concurrency level (optional): Up to 25 allowed....

D. Test the connection

Once you have configured the PandDoc connection, you have the option to Save & authorize or Cancel your changes. 

When you save the connection, PandaDoc allows you to sign in. Click Authorize.

The new connection is now successfully added to your account. It will be applied to the current source or destination app, if you created it within a flow. Otherwise, you may proceed to register the connection with an integration.