PandaDoc integration

PandaDoc is an electronic signature and document management platform, specializing in multiple use cases, including Recruitment and HR across all company sizes and industries. PandaDoc allows teams to securely create, send and esign HR documents, while enhancing the signing employee and candidate experience.

PandaDoc’s integration with Greenhouse Recruiting allows your team to standardize your hiring documents by adding Greenhouse fields into PandaDoc’s templates so that you can automatically populate the offer and candidate information. 

Create a Harvest API key

To integrate with PandaDoc, you'll need to create Harvest API key. Follow the steps in this article to create a key using the following credentials:

• API Type: Harvest
• Partner: Unlisted vendor
• Description: Enter a descriptive name such as “Offer letters esign”
• Manage permissions: Select All permissions for this key

Copy the API key

Add the API key to PandaDoc

In PandaDoc, on the left menu click Settings > Integrations > Greenhouse.

Select Connect and add the following details:

• the Greenhouse API key that you have created
• your email, which must have admin rights in Greenhouse
• Environment: “Production”

Configure the offer document workflow in PandaDoc

Configure the offer templates

To integrate the templates, open the PandaDoc offer template and in the right editor menu click Apps > Greenhouse.

Connect the recipient roles

Map the candidate’s Greenhouse object to the PandaDoc candidate recipient role, that will allow you to automatically populate the candidate contact information.

Optionally, you can map the hiring manager and the recruiter objects too.

Add the Greenhouse offer variables

On the right side, in the Greenhouse variable section, search, copy and add the necessary Greenhouse variables into your template, which will allow you to pull all the offer and candidate information.

Automate the uploading of the signed document

This is an optional step - Click on the “Automations” button, and navigate Automations > HR > ”Upload PDF to candidate record in Greenhouse when PandaDoc document status changed”. Select Document Status=“Completed” and click “Save automation”. 

Find more detailed information about the PandaDoc Automations for Greenhouse here.

Use the PandaDoc integration with Greenhouse Recruiting

Create, send, sign and store offer letters from PandaDoc

After having drafted an offer in Greenhouse for a candidate, in PandaDoc, navigate from the Templates module to your integrated offer template. Open the template and click “Use this template”.

Search the candidate using email, name or job, and click “Link”

PandaDoc will automatically fill in the candidate, hiring manager and recruiter information as recipients with the Greenhouse information. Simply click “Continue”.

PandaDoc will automatically fill in the body of the document with information from Greenhouse. Simply review, optionally add a message, and “Send”.

Additional resources

For additional information or troubleshooting not covered here, reach out to our team here