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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Company Name *
Account Owner Email *
Your Identity Provider *
Ex: Active Directory, OneLogin, Okta etc or custom solution
SAML 2.0 Endpoint URL (HTTP) *
Public Key x.509 Certificate *
The list of email domains allowed to authenticate via your SAML server. *
Please provide the default role for new users *
Custom Role Name
Please provide the full Custom Role Name if selected above
Please provide the default workspace name to add new SSO users to *
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.
*
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.
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.
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