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Integrating SailPoint with PandaDoc

PandaDoc is a document automation platform designed to streamline the creation, approval, and electronic signing of digital documents such as proposals, quotes, contracts, and agreements. It enables teams to accelerate workflows, maintain compliance, and improve cross-department collaboration. This document provides instructions for configuring a new direct connection between SailPoint and PandaDoc. For terminology specific to SailPoint products, refer to the Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The PandaDoc connector supports the following:

Account Management

  • Aggregate Accounts

Entitlement Management

  • Aggregate Group (Workspaces)

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Before configuring the connector, ensure the following setup is completed in PandaDoc:

  1. PandaDoc Account Access You have a PandaDoc account with Admin or Owner access.
  2. API Authentication The connector supports the following authentication methods:
    • Sandbox API Key - for testing or non-production environments
    • Private API Key - for production environments (requires demo access from PandaDoc) To generate an API key:
    • In PandaDoc, navigate to Settings → API → Integrations → API and Webhooks.
    • Select Open under the API section.
    • Copy your Sandbox API Key or Private API Key.
  3. Network Access Ensure outbound access to the PandaDoc API endpoint is allowed: https://api.pandadoc.com/public/v1/
  4. PandaDoc Roles PandaDoc supports four predefined, non-customizable roles: Owner, Admin, Manager, and Member.