PandaDoc: setup and configuration
Browse document and template metadata and document status with a read-only provider connection.
Updated Oct 11, 20266 min readBy Sebastian Streiffert
Frequently asked questions
What does the PandaDoc integration do?
Browse document and template metadata and document status with a read-only provider connection.
Where do I configure PandaDoc?
Open Settings > Workspace > Integrations > PandaDoc. Workspace settings permission is required to manage the connection.
What are the limits of the PandaDoc integration?
This connection does not create, send, sign or edit documents or templates. It does not replace Lumenbase Contracts. Saving a credential does not give every workspace member access. Use the resource access control to grant the selected resource to the people who need it. Remove local access stops Lumenbase using its saved credential. Revoke the credential at the provider too if it should stop working elsewhere.
Was this article helpful?