Integrations / PandaDoc
PandaDoc
PandaDoc e-signature and document workflow platform for creating documents from templates, sending them for signature, and tracking signing status.
What Telara does
Capability matrix
Before you connect
Prerequisites
Vendor setup
Get the credential
Permissions Telara requests
- read+writeOAuth 2.0
In Telara
Connect in Telara
PandaDoc API key from Settings > API & Integrations > API Keys. Sent as "Authorization API-Key <key>".
In Telara, open Settings → Integrations, choose this connector, and paste the key into the fields Telara shows.
- API key
PandaDoc OAuth2 app. Scope "read+write" is required to create, send, and delete documents; "read" only allows viewing templates and document details.
In Telara, open Settings → Integrations, choose this connector, and click Connect. Telara sends you to the vendor to approve access, then returns you here. You do not create an OAuth app or paste a client secret.
Knowledge
What gets indexed
| Resource | Coverage |
|---|---|
| Document | Partial — not every record the vendor holds is synced |
| Template | Partial — not every record the vendor holds is synced |
Sync
Freshness & sync
| Resource | Lag | Deletions |
|---|---|---|
| Document | Up to 1 day | Removed records disappear on the next full sync |
| Template | Up to 1 day | Removed records disappear on the next full sync |
Data handling
Permissions & data handling
The scopes above are the permissions this connector requests. They come from the catalog, not from a hand-written page.
Excluded from semantic search: Document, Template.
After connect
Verify it worked
After you save, Telara runs a read-only check against the account. The integration shows as connected when that check succeeds.
Honesty