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Single Sign-On (SSO) in PandaDoc Setup Form
In order to complete the single sign-on (SSO) configuration, we will need the following information which you can get from your Identity Provider(Active Directory, OneLogin, Okta etc or custom solution).
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* Indicates required question
Company Name
*
Your answer
Account Owner Email
*
Your answer
Your Identity Provider
*
Ex: Active Directory, OneLogin, Okta etc or custom solution
Your answer
SAML 2.0 Endpoint URL (HTTP)
*
Your answer
Public Key x.509 Certificate
*
Your answer
The list of email domains allowed to authenticate via your SAML server.
*
Your answer
Please provide the default
role
for new users
*
Member
Manager
Admin
Custom Role
Custom Role Name
Please provide the full Custom Role Name if selected above
Your answer
Please provide the default workspace name to add new SSO users to
*
Your answer
Please provide the default
license
type for new SSO users:
Note: if the license type you choose is not available in your account, we will engage with your customer success team.
*
Full (Standard)
eSign
Creator
Read-Only
Other:
PandaDoc Native Login
*
Do you want users of your organization to have an opportunity to use the PandaDoc native login? You can provide an email exception list in the next answer if Yes.
No. I want to disable Native Login for all users.
Yes. I want to keep both SSO Login and the Native login option.
Native Login Exceptions
Please list email that will be able to use regular login (email & password). It’s always a good idea to add at least one PandaDoc administrator to ensure that someone will be able to access PandaDoc if the identity provider goes offline.
Your answer
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