PandaDoc Single Sign-On

Vereinfachen Sie die Wartung von PandaDoc mit SAML 2.0-basiertem Single Sign-On (SSO).

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Simplify login and user management

Control access centrally

Take control over users' credentials and manage them from a single central location in your Identity Provider's dashboard. Simplify user and access management by using the central system with the power to add or remove users from PandaDoc without logging into the app.

Reduce maintenance efforts

Make it easier to manage the entire process from provisioning new users to deactivating them. When you remove the employee from the directory, that person will no longer have access to PandaDoc but all the documents and data will remain safely stored.

Automate user provisioning

Enable Just-In-Time provisioning to let PandaDoc create new users on the fly when they first log in to PandaDoc. You can also manage the default roles and workspaces for the new users too.

Strengthen security compliance

Add an additional layer of security to protect sensitive information by enforcing password policies. You can also add multi-factor authentication or other features available from your Identity Provider, which will be applied to PandaDoc automatically. Single Sign-On (SSO) with SAML helps to reduce the risk of password phishing by eliminating user-managed passwords.

Facilitate easy and secure access

Help your end users easily access PandaDoc via Single Sign-On with their organization's credentials. Users also spend less time entering passwords thanks to a fast and secure login. Lastly, SSO prevents unauthorized access by ensuring users are using approved credentials.

5 steps to set up SSO for PandaDoc

Step 1. Confirm IdP's SAML compatibility

Check if your identity or SSO provider supports federated authentication using SAML 2.0. The list of compatible SSO solutions includes Okta, OneLogin, Microsoft Active Directory, Google Identity Platform (G Suite/Workspace), JumpCloud, Azure Active Directory, and many others.

Step 2. Review users' emails associated with PandaDoc

Check that the email address associated with each user's PandaDoc account matches their email in the company directory.

Step 3. Add PandaDoc on the IdP side

Add the PandaDoc application to your Identity Provider by following their guides on the workflow and default values.

Step 4. Fill in the form to set up SSO solution on PandaDoc side

To finalize setup on the PandaDoc backend side we'll need more details from your Identity Provider. Please complete our simple form with technical details, default workspace info and user role settings.

Step 5. Test your Single Sign-On (SSO) setup

Now you're ready to test it before rolling out to your entire team. Assign the newly created application to the administrator in your Identity Provider software and open the PandaDoc SSO login page. Next, verify that the other users can log in to PandaDoc via SSO.

Who uses PandaDoc Single Sign-On

Sales teams

Users can start using PandaDoc immediately with auto-provisioning and can switch between different tools in a fast and secure way without spending time typing in their credentials.

IT managers and operations

Simplify and unify user management and user experience within your identity management provider. Save time when setting up new users with automatic Just-in-Time provisioning. PandaDoc Single Sign-On supports SAML 2.0 and integrates easily with most identity providers.