Tutorial: Integrate PandaDoc with Azure Active Directory

In this tutorial, you'll learn how to integrate PandaDoc with Azure Active Directory (Azure AD). When you integrate PandaDoc with Azure AD, you can:

  • Control in Azure AD who has access to PandaDoc.
  • Enable your users to be automatically signed-in to PandaDoc with their Azure AD accounts.
  • Manage your accounts in one central location - the Azure portal.

To learn more about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory.

Prerequisites

To get started, you need the following items:

  • An Azure AD subscription. If you don't have a subscription, you can get one-month free trial here.
  • PandaDoc single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Azure AD SSO in a test environment.

  • PandaDoc supports SP and IDP initiated SSO
  • PandaDoc supports Just In Time user provisioning

To configure the integration of PandaDoc into Azure AD, you need to add PandaDoc from the gallery to your list of managed SaaS apps.

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.
  5. In the Add from the gallery section, type PandaDoc in the search box.
  6. Select PandaDoc from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configure and test Azure AD single sign-on

Configure and test Azure AD SSO with PandaDoc using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in PandaDoc.

To configure and test Azure AD SSO with PandaDoc, complete the following building blocks:

  1. Configure Azure AD SSO to enable your users to use this feature.
  2. Configure PandaDoc SSO to configure the SSO settings on application side.
  3. Create an Azure AD test user to test Azure AD single sign-on with B.Simon.
  4. Assign the Azure AD test user to enable B.Simon to use Azure AD single sign-on.
  5. Create PandaDoc test user to have a counterpart of B.Simon in PandaDoc that is linked to the Azure AD representation of user.
  6. Test SSO to verify whether the configuration works.

Configure Azure AD SSO

Follow these steps to enable Azure AD SSO in the Azure portal.

  1. In the Azure portal, on the PandaDoc application integration page, find the Manage section and select Single sign-on.

  2. On the Select a Single sign-on method page, select SAML.

  3. On the Set up Single Sign-On with SAML page, click the edit/pen icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  4. On the Basic SAML Configuration section, the user does not have to perform any step as the app is already pre-integrated with Azure.

    PandaDoc Domain and URLs single sign-on information

  5. Click Set additional URLs and perform the following step if you wish to configure the application in SP initiated mode:

    PandaDoc Domain and URLs single sign-on information

    In the Sign-on URL text box, type a URL: https://app.pandadoc.com/sso-login/

  6. PandaDoc application expects the SAML assertions in a specific format. Configure the following claims for this application. You can manage the values of these attributes from the User Attributes section on application integration page. On the Set up Single Sign-On with SAML page, click Edit button to open User Attributes dialog.

    image

  7. In the User Claims section on the User Attributes dialog, edit the claims by using Edit icon or add the claims by using Add new claim to configure SAML token attribute as shown in the image above and perform the following steps:

    Name Namespace
    FirstName user.givenname
    LastName user.surname

    a. Click Add new claim to open the Manage user claims dialog.

    b. In the Name textbox, type the attribute name shown for that row.

    c. Leave the Namespace blank.

    d. Select Source as Attribute.

    e. From the Source attribute list, type the attribute value shown for that row.

    f. Click Ok

    g. Click Save.

  8. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer.

    The Certificate download link

  9. On the Set up PandaDoc section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Configure PandaDoc SSO

To configure single sign-on on PandaDoc side, you need to send the downloaded Certificate (Base64) and appropriate copied URLs from Azure portal to PandaDoc support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create an Azure AD test user

In this section, you'll create a test user in the Azure portal called B.Simon.

  1. From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. Select New user at the top of the screen.
  3. In the User properties, follow these steps:
    1. In the Name field, enter B.Simon.
    2. In the User name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Click Create.

Assign the Azure AD test user

In this section, you'll enable B.Simon to use Azure single sign-on by granting access to PandaDoc.

  1. In the Azure portal, select Enterprise Applications, and then select All applications.

  2. In the applications list, select PandaDoc.

  3. In the app's overview page, find the Manage section and select Users and groups.

    The "Users and groups" link

  4. Select Add user, then select Users and groups in the Add Assignment dialog.

    The Add User link

  5. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.

  6. If you're expecting any role value in the SAML assertion, in the Select Role dialog, select the appropriate role for the user from the list and then click the Select button at the bottom of the screen.

  7. In the Add Assignment dialog, click the Assign button.

Create PandaDoc test user

In this section, a user called B.Simon is created in PandaDoc. PandaDoc supports just-in-time user provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in PandaDoc, a new one is created after authentication.

Test SSO

When you select the PandaDoc tile in the Access Panel, you should be automatically signed in to the PandaDoc for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional Resources