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About PandaDoc

PandaDoc is a document automation platform that streamlines the creation, delivery, and e-signature process for contracts, proposals, and other business documents. Connecting PandaDoc to Serval enables automated document workflows, contract management, and signature collection directly from your service desk.

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What the PandaDoc integration enables

CapabilityDescription
Access ManagementCreate, update, and manage users and their permissions within your PandaDoc workspace
Automation workflowsStreamline document creation, sending, tracking, and signature collection processes
Anything defined in the PandaDoc API can be accessed through Serval.

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PandaDoc Configuration

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Prerequisites

  • You must have admin permissions in your PandaDoc workspace to access API settings
  • Access to PandaDoc’s API and Integrations section

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Create an API Key

The following steps are defined in the PandaDoc API Reference with requirements defined here.
  1. In PandaDoc, click the gear icon (Settings) in the bottom left corner of the screen
  2. Under your current workspace section, click API and Integrations
  3. Scroll down to the API and Webhooks section
  4. Click the API tile, then click Open
  5. Copy the API Key and save it securely for later use

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Serval Configuration

  1. In Serval go to Apps → Available → PandaDoc → Connect
  2. Enter the following information:
    FieldDescription
    Integration NameA friendly name for this integration (e.g., “PandaDoc Document Management”)
    API KeyThe API key from your PandaDoc workspace
  3. Click Save
Need help? Contact support@serval.com for assistance with your PandaDoc integration.