Integration: Trakstar Hire and PandaDoc (for E-Signatures)

Once you've found the right candidate in Trakstar Hire, you can send an offer letter for electronic signature without leaving the platform by using the PandaDoc integration.

What the PandaDoc Integration Does

The PandaDoc integration allows your team to create and send offer letters directly from a candidate's profile in Trakstar Hire.

Before You Begin

Before sending documents, make sure the integration has been enabled for your account.

Enable the Integration

A Super Admin can enable the integration by navigating to:

Settings → Advanced Settings → Apps & Integrations

Follow the prompts to connect your PandaDoc account.

Send an Offer Letter with PandaDoc

After the integration has been enabled:

1. Open the candidate's profile in Trakstar Hire.

2. Locate the Documents section.

   

3. Click Add PandaDoc Document.
4. Ensure you are signed in to PandaDoc within the same browser session you're using for Trakstar Hire.
5. Select one of your PandaDoc templates from the pop-up window.
6. Review the document.

Candidate Data Automatically Fills In

When you generate the document, Trakstar Hire provides autofill tokens containing candidate information to help populate your PandaDoc template automatically.

Send the Document

After reviewing the document:

1. Add the required recipients.
2. Send the document for signature through PandaDoc.

PandaDoc will handle the electronic signature process and notify recipients according to your PandaDoc workflow.