This guide will walk you through setting up and using the PandaDoc integration within your Business Central environment.

Help & Support

Please email [email protected] if you have any questions or issues.

First Time Setup

To use the integration you must complete the following steps before attempting to send signatures:

1. Assign the purchased licenses to the users that need to send signatures

   1. Licenses - Microsoft 365 admin center

   

2. Have a paid subscription to PandaDoc

   1. If you do not have an account, click here to create it. A paid subscription is required to send external signatures.

3. Assign Permission Set and License to all relevant users.

4. Complete the PandaDoc Setup in Business Central

1. When creating your first envelope, click Allow Always for permission to send external requests:

1. Configure your documents for signature tabs.

PandaDoc API Key

1. Obtain API Key:
   • Go to this link: https://app.pandadoc.com/a/#/settings/integrations/api/
   • Log into your PandaDoc account.
   • Generate or copy your API key.