Availability: Business and Enterprise plans. Native integration with Greenhouse requires an Automations Add-on on Business plan, and is included in Enterprise plan

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. Additionally, the integration allows you to seamlessly create, send, sign, and store offer letters directly within Greenhouse or from within PandaDoc. This integration works with Candidate, Jobs, Application, and Offer objects in Greenhouse.

PandaDoc for Greenhouse integration requires a paid subscription. Before you follow the installation steps, contact [email protected] for subscription options, a quote, and technical support related to the integration.

Watch an overview video:

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:

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:

Select Connect.

To enable the native Greenhouse experience for creating, sending, and storing offer letters directly from Greenhouse, without switching to PandaDoc, please contact [email protected], who will help you to securely set up the tailored webhooks and add the offer templates into your Greenhouse instance.

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.

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.

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.

Find more detailed information about the PandaDoc Automations for Greenhouse here.

You can create, send, sign, and store the integrated offer letters either within PandaDoc, or natively from within Greenhouse.

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.

To enable the native Greenhouse experience for creating, sending, and storing offer letters directly from Greenhouse, without switching to PandaDoc, please contact [email protected], who will help you to securely set up the tailored webhooks and add the offer templates into your Greenhouse instance.

After enabling the native experience, in Greenhouse with the help of the PandaDoc support team, create a new offer letter with the necessary offer details and select the appropriate PandaDoc Template from the offer field “Template in PandaDoc”. Click “Save”.

Wait a few seconds and click “Refresh”.

PandaDoc automatically drafts an offer letter with the offer and candidate information. You can either find the draft offer PDF in attached in Greenhouse or, access it from the notes via the unique link.

If you need to update the offer information, simply click “Update” and PandaDoc will either, create a new version of the offer letter document, or disable the old version, when the offer field that was updated has the

symbol. Otherwise, it will simply update the information in the existing document version, if the field that was updated doesn’t have the symbol above.

To send the document to the candidate, from Greenhouse, click the “Mark as sent” button to send the drafted offer letter, which is enabled and visible, only after the Greenhouse approval process has been completed.

Wait a few seconds and click “Refresh”. PandaDoc notes are updated with the new status of the document.

Once the document has been signed by the candidate, “Refresh” the Greenhouse offer page and you will automatically see an updated document status note.

In Greenhouse, in “Offer> Details > All Attachments” section, you will find the “Signed Offer Letter” PDF version.

Optionally, you can automatically mark the candidate as hired when the offer is signed. Please, reach out to [email protected] for this additional step.