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 Credentials Management. 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”
Manage permissions: Select All permissions for this key
Copy the API key.
In PandaDoc, go to Settings on the left panel > 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
Open your template (click here to learn how to create a new one) in PandaDoc.
Go to Extensions on the right panel and select Greenhouse
Connect the recipient roles
Map the candidate’s Greenhouse object to the PandaDoc candidate recipient role, allowing you to populate the candidate's contact information automatically.
Optionally, you can map the hiring manager and the recruiter objects too.
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.
In the Greenhouse app on the right, select View related variables. From here you can search, copy, and paste the necessary Greenhouse variables into your template.
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)
Select Automations on the right panel, then select +Automations > HR > ”Upload PDF to candidate record in Greenhouse when PandaDoc document status changed”. Select 'Completed' as the document status and select Save automation.
Use the PandaDoc integration with Greenhouse Recruiting
Note: You can create, send, sign, and store the integrated offer letters within PandaDoc.
After drafting an offer in Greenhouse for a candidate, go to Documents >Templates in PandaDoc, select your integrated offer template, and click Use this template.
Search for the candidate using email, name, or job, and select Link.
PandaDoc will automatically fill in the candidate, hiring manager, and recruiter information as recipients with the Greenhouse information. Simply select Continue.
PandaDoc will automatically populate the document variables with data from Greenhouse. After reviewing and making necessary adjustments, select Send.