PandaDoc

PandaDoc is a document automation and electronic signature platform utilized by businesses to streamline the creation, editing, and signing of various types of documents, such as contracts, proposals, and invoices. Integrating PandaDoc with your workflow will enable you to seamlessly manage document generation and approval processes within your existing systems.

In order to integrate PandaDoc with Relyance AI you will need an API Key and Folder paths.

In PandaDoc:

1. Login to your PandaDoc account.
2. Go to https://app.pandadoc.com/a/#/settings/api-dashboard/configuration
3. On this page in the API keys section, generate and copy your production API Key.

In the Relyance AI application:

1. Login to your Relyance AI account.
2. Navigate to the Settings (bottom-left corner).
3. Select Integrations.
4. Search and locate the PandaDoc integration card and click on it.
5. Click on the Add Connection button on the top right.
6. Provide a meaningful name for the integration and click on the Add button.
7. In the Overview section, select the integration features you wish to enable for the integration, review the Scope and Permission, and Endpoint details and click on Continue. For more details, seeIntegration Features.
8. In the Connection section, provide the appropriate values and click on Continue,
   1. Connection Name: This property allows you to update the integration specified in Step 6. If you have multiple integrations for the same vendor, you may want to assign distinct names to each. This helps streamline filtering by Discovery Source across the Inventory, Visual Maps, Assets, and Data Flow Analysis pages.
   2. Rescan Frequency: This property allows you to configure how often Relyance executes scans against this Vendor connection.
   3. Business Atlas Associations (required): the business entities or products that newly discovered third parties, services and assets from this integration are attributed to. Choose at least one from the Select Associations dropdown — the wizard will not advance past this step without one. For more details, see Business Atlas.
9. In the Authentication section, provide the following information retrieved from the PandaDoc section and click on Authenticate. - API Key
   • Path of the folders containing contracts delimited by; (Eg: folder1; folder2)
10. Review the configuration summary from the Completion section and click on Finish.

11. Confirm the integration Status reflects Connected

Authentication methods and fields

Pick one of these under Authentication Method on the connection wizard's Authentication step. This table is generated from the integration catalog, so it always matches what the form actually asks for.

Manage this integration with Terraform

Connections for this integration can be managed as code with the Relyance Terraform provider. Non-secret fields go in auth.params; secret fields go in auth.secrets_wo, which is write-only — never stored in Terraform state. Rotate secrets by bumping auth.secrets_wo_version.

resource "relyance_integration_connection" "pandadoc" {
  vendor = "pandadoc"
  name   = "<your connection name>"

  auth = {
    method = "api-key"
    params = {
      folder_path = "<folder_path>"
      data_storage_location = "us"
    }
    # Secret fields are write-only: sent to Relyance, never stored in state.
    secrets_wo = {
      api_key = var.pandadoc_api_key
    }
    secrets_wo_version = 1
  }

  scans = { "contract-scan" = { enabled = true } }
}