Integrating PandaDoc with Josys enables the IT Admin to view the user accounts.
Key benefits
When you integrate Josys with PandaDoc, you can:
- View: List of user accounts, including their status, roles, workspace name, and the timestamp of account creation or updation.
Note: Josys supports multiple PandaDoc integrations.
Prerequisites
Before you begin with the integration, make sure that you have:
- A PandaDoc Admin Account.
- Essential, Business, or Enterprise plan.
- An API Key for integration.
Locating API Key
Step 1. Log in to PandaDoc using an admin account. Click Settings located at the bottom left and select Integrations. Click API.
Step 2. Click the Configuration tab and copy the Sandbox key.
Steps to Integrate
Step 1: Select PandaDoc from the App Catalog in the Apps section.
Step 2: Provide a suitable Label for identification. Enter the API Key and click Next to proceed.
Step 3: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.
