Before you start
- In Justwon: you must be an owner or an admin of the workspace. A PandaDoc connection belongs to the whole workspace. See Roles.
- Your credential: In PandaDoc, an owner or an admin of the workspace opens the Developer Dashboard (Dev Center) and creates an API key. The key types your plan allows are the ones you can create.
Connect
- Sign in to https://app.justwon.ai and open Integrations.
- Open the Available tab, find PandaDoc and select it. Its card says Connect.
- Paste the credential from PandaDoc into the field, then select Connect.
Justwon starts its first read as soon as the connection is made, and keeps reading on a schedule until you disconnect.
What Justwon reads
Justwon reads the documents, proposals and contracts in PandaDoc, and the members of the workspace.
What Justwon may do
Nothing. Justwon only reads from PandaDoc; it never changes anything there.
Permissions
| Permission | What it is used for |
|---|---|
Read PandaDoc data · read | Justwon reads records from your PandaDoc so it can resolve them into one picture of each customer account. It does not change them. |
Disconnect
- Open Integrations and the Connected tab, and select the PandaDoc connection.
- Open the Configuration tab. Under Disconnecting, select the button for PandaDoc, then select Disconnect.
Reading stops and the connection is removed. What stays and what goes is the same for every tool: see Where your data is held. Remove the key or token you created in PandaDoc too, so nothing is left that could be used.
If the connection does not finish
- PandaDoc says the credential is wrong. Create it again and paste it without spaces before or after. Check that it belongs to an account that can see the data Justwon reads.
- The connection stops later and asks you to reconnect. The credential was removed or has expired. Select the connection and reconnect it with a new one. The configuration and everything already read are kept. See a connection that is stuck.