PandaDoc is a document automation software that allows businesses to create, manage, and e-sign digital documents. It streamlines workflows by enabling users to generate professional proposals, contracts, and quotes quickly, while also providing tracking and collaboration features.
The PandaDoc integration offers a seamless way to manage and sync user data within the PandaDoc application. This integration enhances the overall efficiency of document management processes, enabling teams to optimize their usage of PandaDoc through effective user and license management.
Key Features
- Licenses: Syncs SaaS license entitlement and user assignment information, providing insights into the types of licenses in use, such as 'paid' or 'free'.
- User Roles: Returns user role assignments within the PandaDoc application, allowing for better management of access and permissions according to organizational needs.
- Users: Syncs user data, including account status, type, and IDs, ensuring that user information remains accurate and up-to-date within PandaDoc.
Key Benefits
- Enhanced Visibility: Gain a comprehensive view of user roles and licenses, enabling better resource allocation and compliance management.
- Simplified User Management: Easily track changes in user status and roles, facilitating effective governance of PandaDoc access.
- Streamlined Onboarding: Accelerate the onboarding process by generating unique invitation links in PandaDoc to send to users via Trelica workflows.
The PandaDoc API doesn’t support creating users or deprovisioning, but it does allow for effective management of licenses and roles. For onboarding, users can take advantage of the unique link generation features, ensuring a smoother transition into using PandaDoc within your organization.
