Duo Single Sign-On for PandaDoc

Overview

As business applications move from on-premises to cloud hosted solutions, users experience password fatigue due to disparate logons for different applications. Single sign-on (SSO) technologies seek to unify identities across systems and reduce the number of different credentials a user has to remember or input to gain access to resources.

While SSO is convenient for users, it presents new security challenges. If a user's primary password is compromised, attackers may be able to gain access to multiple resources. In addition, as sensitive information makes its way to cloud-hosted services it is even more important to secure access by implementing two-factor authentication and zero-trust policies.

About Duo Single Sign-On

Duo Single Sign-On is our cloud-hosted SSO product which layers Duo's strong authentication and flexible policy engine on top of PandaDoc logins. Duo Single Sign-On acts as an identity provider (IdP), authenticating your users using existing on-premises Active Directory (AD) or another SSO IdP. Duo SSO prompts users for two-factor authentication and performs endpoint assessment and verification before permitting access to PandaDoc.

Duo Single Sign-On is available in Duo Premier, Duo Advantage, and Duo Essentials plans, which also include the ability to define policies that enforce unique controls for each individual SSO application. For example, you can require that Salesforce users complete two-factor authentication at every login, but only once every seven days when accessing PandaDoc. Duo checks the user, device, and network against an application's policy before allowing access to the application.

Configure Single Sign-On

Before configuring PandaDoc with Duo SSO using Security Assertion Markup Language (SAML) 2.0 authentication you'll first need to enable Duo Single Sign-On for your Duo account and configure a working authentication source.

Once you have your SSO authentication source working, continue to the next step of creating the PandaDoc application in Duo.

Create the PandaDoc Application in Duo

1. Log in to the Duo Admin Panel and navigate to Applications → Protect an Application.

2. Locate the entry for PandaDoc with a protection type of "2FA with SSO hosted by Duo (Single Sign-On)" in the applications list. Click Protect to the far-right to start configuring PandaDoc. See Protecting Applications for more information about protecting applications with Duo and additional application options. You'll need the information on the PandaDoc page under Metadata later.

3. No users can log in to new applications until you grant access. Update the User access setting to grant access to this application to users in selected Duo groups, or to all users. Learn more about user access to applications. If you do not change this setting now, be sure to update it so that your test user has access before you test your setup.

4. PandaDoc uses the Mail attribute, First name attribute, and Last name attribute when authenticating. We've mapped the bridge attributes to Duo Single Sign-On supported authentication source attributes as follows:

   Bridge Attribute	Active Directory	SAML IdP
   <Email Address>	mail	Email
   <First Name>	givenName	FirstName
   <Last Name>	sn	LastName

   If you are using non-standard attributes for your authentication source, check the Custom attributes box and enter the name of the attributes you wish to use instead.

5. You can adjust additional settings for your new SAML application at this time — like changing the application's name from the default value, enabling self-service, or assigning a group policy.

6. Keep the Duo Admin Panel tab open. You will come back to it later.

Duo Universal Prompt

The Duo Universal Prompt provides a simplified and accessible Duo login experience for web-based applications, offering a redesigned visual interface with security and usability enhancements.

Universal Prompt	Traditional Prompt

The Duo PandaDoc application supports the Universal Prompt by default, so there's no additional action required on your part to start using the newest authentication experience.

Activate Universal Prompt

Activation of the Universal Prompt is a per-application change. Activating it for one application does not change the login experience for your other Duo applications. Universal Prompt is already activated for new PandaDoc applications at creation.

The "Universal Prompt" area of the application details page shows that this application's status is "Activation complete", with these activation control options:

• Show traditional prompt: Your users experience Duo's traditional prompt via redirect when logging in to this application.
• Show new Universal Prompt: (Default) Your users experience the Universal Prompt via redirect when logging in to this application.

The application's Universal Prompt status shows "Activation complete" both here and on the Universal Prompt Update Progress report.

For the time being, you may change this setting to Show traditional prompt to use the legacy experience. Keep in mind that support for the traditional Duo prompt ended for the majority of applications in March 2024. This option will be removed in the future.

Universal Update Progress

Click the See Update Progress link to view the Universal Prompt Update Progress report. This report shows the update availability and migration progress for all your Duo applications. You can also activate the new prompt experience for multiple supported applications from the report page instead of visiting the individual details pages for each application.

Enable PandaDoc for SSO

1. Log into PandaDoc as an administrator.

2. In the bottom-left corner of the page, navigate to Settings → Single sign-on (SSO). The "Single sign-on (SSO)" page opens.

3. Click Enable Single Sign-On. The "Add company domain" pop-up window opens.

4. Enter your domain and click Add domain name. The "Add company domain" pop-up window closes.

   Example: If your email address is user@examplecorp.com, then your domain is examplecorp.com.

5. Under "Company domain", follow the on-screen instructions to configure your DNS host with the TXT record.

6. After the TXT record is added, click Verify domain. Domain verification can take up to 48 hours and must be completed before you go to the next step.

7. Under "Password access", make sure the Allow users to log in using their password, without SSO checkbox is selected.

8. Return to the Duo Admin Panel. Under "Metadata", copy the PROVIDER LINK and paste it into the PandaDoc PROVIDER LINK field, under "Identity provider".

   

9. Return to the Duo Admin Panel. Under "Downloads", click Copy certificate and paste the certificate text into the PandaDoc SIGNING CERTIFICATE field. Delete the -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- lines from the pasted certificate text.

10. In PandaDoc under "Create account", make sure the Upon signup radio button is selected.

11. Make sure the Use the same email address to log in to PandaDoc and identity provider checkbox is selected.

12. Type FirstName into the FIRST NAME KEY field.

13. Type LastName into the LAST NAME KEY field.

14. Under "Set up team details", click the Assign new users based on identity provider group radio button.

15. Type groups into the IDP GROUP KEY field.

16. Enter a unique name for your group into the IDP GROUP NAME field. Copy your IdP group name and paste it into the Duo Admin Panel PandaDoc groups field, under "Service Provider".

17. In the Duo Admin Panel, click the Duo groups drop-down menu and select the Duo groups you want to map.

    

18. Scroll down to the bottom of the page and click Save.

19. Return to the PandaDoc "Set up team details" section. Click the LICENSE drop-down menu and select your applicable license.

20. Click the WORKSPACES drop-down menu and select your workspace.

21. Click the ROLE drop-down menu and select your desired role.

22. In the top-right corner of the page, click Save changes.

Learn more about PandaDoc SSO at the PandaDoc Help center.

Using SSO

You can log on to PandaDoc by navigating to your PandaDoc SSO page e.g., https://app.pandadoc.com/login/. Click Log in with SSO. Enter your email address and click Log in to be redirected to Duo Single Sign-On to begin authentication.

Active Directory Login

With Active Directory as the Duo SSO authentication source, enter the primary username (email address) on the Duo SSO login page and click or tap Next.

Enter the AD primary password and click or tap Log in to continue.

Enable Duo Passwordless to log in to Duo SSO backed by Active Directory authentication without entering a password in the future.

SAML Login

With another SAML identity provider as the Duo SSO authentication source, Duo SSO immediately redirects the login attempt to that SAML IdP for primary authentication. Users do not see the Duo SSO primary login screen.

Duo Authentication

Successful verification of your primary credentials by Active Directory or a SAML IdP redirects back to Duo. Complete Duo two-factor authentication when prompted and then you'll return to PandaDoc to complete the login process.

* Universal Prompt experience shown.

You can also log into PandaDoc using Duo Central, our cloud-hosted portal which allows users to access all of their applications in one spot. Link to PandaDoc in Duo Central by adding it as an application tile. Once the tile has been added, log into Duo Central and click the tile for IdP-initiated authentication to PandaDoc.

Congratulations! Your PandaDoc users now authenticate using Duo Single Sign-On.

See the full user login experience, including expired password reset (available for Active Directory authentication sources) in the Duo End User Guide for SSO.

Grant Access to Users

If you did not already grant user access to the Duo users you want to use this application be sure to do that before inviting or requiring them to log in with Duo.

Enforce SSO

You can require that all users sign into PandaDoc using Duo Single Sign-On.

1. Log into PandaDoc as an administrator.

2. In the bottom-left corner of the page, navigate to Settings → Single sign-on (SSO). The "Single sign-on (SSO)" page opens.

3. Under "Password access", click the Allow users to log in using their password, without SSO checkbox. The "Add member with password access" pop-up window opens.

4. Enter the email address of a user to access PandaDoc using a password into the EMAIL field. All other users will be required to access PandaDoc using SSO.

5. Click Confirm. The "Add member with password access" pop-up window closes.

6. Click Save changes.

Enable Remembered Devices

To minimize additional Duo two-factor prompts when switching between PandaDoc and your other Duo Single Sign-On SAML applications, be sure to apply a shared "Remembered Devices" policy to your SAML applications.

Troubleshooting

Need some help? Try searching our Knowledge Base articles or Community discussions. For further assistance, contact Support.