How to Configure SAML 2.0 for PandaDoc

Contents

• Supported Features
• Configuration Steps
• Notes

---

Supported Features

The Okta/PandaDoc SAML integration currently supports the following features:

• SP-initiated SSO
• IdP-initiated SSO
• JIT (Just In Time) Provisioning

For more information on the listed features, visit the Okta Glossary.

---

Configuration Steps

1. Contact the PandaDoc Support team (support@pandadoc.com) and request that they enable SAML 2.0 for your account.

2. Save, then attach the following Metadata file to your request:

   Sign into the Okta Admin dashboard to generate this value.

3. The PandaDoc Support team will process your request. After receiving a confirmation email, you can start assigning people to the application.

4. Done!

---

Notes

The following SAML attributes are supported:

Name	Value
FirstName	user.firstName
LastName	user.lastName

SP-initiated SSO

1. Go to: https://app.pandadoc.com/sso-login/

2. Enter your email, then click Log in: