Prerequisites
Getting your API key
- After logging in to PandaDoc, select Dev Center from the left navigation menu, then open the Configuration tab.
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Check the Production key under API keys. For testing, use the Sandbox key instead.
- Copy and save the API key shown.
Setting up the integration
- On the integration screen, search for PandaDoc.
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Enter the API key from the previous step, then click Connect.
- Once the integration with PandaDoc succeeds, registered user information appears in the account list. If it doesn’t complete successfully, first try the steps in Troubleshooting failed SaaS integrations. If that doesn’t resolve it, check Information to provide and contact support.