Looking for the classic experience? See Greenhouse (classic experience).
Availability: Business and Enterprise plans.
PandaDoc's integration with Greenhouse Recruiting enables your team to standardize hiring documents by adding Greenhouse fields into PandaDoc’s templates so that you can automatically populate the offer and candidate information.
This integration works with Candidate, Jobs, Application, and Offer objects in Greenhouse.
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Connect Greenhouse to your PandaDoc account
Log in to both your PandaDoc and Greenhouse accounts.
In Greenhouse, go to settings > Dev Center > API Credentialsю Select Create New API key with the following details:
API Type: Harvest
Partner: Unlisted vendor
Description: Enter a descriptive name such as “Offer letters esign”
Copy the API key.
Manage permissions: Select All permissions for this key > click Save
In PandaDoc, go to Settings (gear icon) on the left panel > API and Integrations > scroll down to Greenhouse and click on it.
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”
Select Connect.
Standardize the offer document workflow
Configure the offer templates
Pre-set a PandaDoc template with variables that will pull information from Greenhouse each time you create a new document from this template.
Open your template (click here to learn how to create a new one) in PandaDoc
In the Workflow builder, click +Add step
Select Pull data from integration
Click Greenhouse
Select a Greenhouse object you want to pull data from
Click Use this template in the top right to proceed
Select a specific Candidate/Job/Application/Offer from the dropdown and Proceed to Adding recipients
Click on your template role (or add one) and assign your recipients.
Add the Greenhouse offer variables
Pre-set a PandaDoc template with variables that will pull information from Greenhouse each time you create a new document from this template.
To access the list of related variables, open your document or template, and select View on the top menu > All variables. From here you can search, copy, and paste the necessary Greenhouse variables into your template/document.
You can use the Greenhouse variables to build smart content to dynamically populate content library items depending on the employee's role, office location, department, or any other Greenhouse field.
Automate the uploading of the signed document (optional)
Navigate to the Automations section of your PandaDoc account. Switch to the Recepies tab and find the ”Upload PDF to candidate record in Greenhouse when PandaDoc document status changed” automation > select Try it.
Set 'Completed' as the document status, select your template and Save automation.
Link PandaDoc documents to Greenhouse objects
If you have a document created in PandaDoc that you want to link to an object in Greenhouse, we’ve got you covered!
Open your document and click the three vertical ellipses (⋮) in the top right corner, then select Document details.
In the side panel that opens, select Connect Integration.
Next, select Greenhouse and choose the object type: Candidate, Application, Job, or Offer.
Click Link to object and select the desired record.
Finally, click Done.
To unlink a document from a Greenhouse record, follow these steps:
Open your document and click the three vertical ellipses (⋮) in the top right corner, then select Document details.
Select Unlink from document
Refresh data in documents
The Refresh Data button pulls the latest field values from your Greenhouse record into an open document, ensuring your content stays current without the need to recreate the document from scratch. This feature is also useful when you unlink a document from one record and link it to another. Simply select Refresh Data to update the field values to match your newly linked Greenhouse record.
