This article demonstrates how to establish a connection between PandaDoc and Quickwork.
What you'll need:
Skill level: Easy
Time required: 5 minutes
- PandaDoc account
To connect your PandaDoc account with Quickwork, follow these steps:
- Go to Quickwork and click the Simple Action button under the Steps section and choose the PandaDoc app from the Apps list. There are no triggers for this app.
- Choose an action of your choice.
- Click on the Link an account button to establish a new connection.
- The Connect to PandaDoc window will pop up containing the API key field:
- To get the API key, log in to your PandaDoc account. Click on the setting icon on the left side of the panel. Click on the Integrations button on the left side of the panel. Scroll down and go to the API section and click the toggle button to turn it on:
- Click on the Generate sandbox key button under the Sandbox API section:
- Copy the API key by clicking on the Copy button:
- Now paste the copied credentials in the Connect to PandaDoc window:
- Now, click the Link account button. Your PandaDoc will get connected successfully.