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PandaDoc

Policy Management
Table of contents

Overview

Scrut integrates with PandaDoc to capture user access and document workflow settings for proposals/contracts. Use it to govern who can create/send/approve documents and support audit evidence for approvals and document controls.

Why Connect

  • Track who can create, approve, and send proposals/contracts.
  • Support evidence for approvals and document controls.
  • Reduce risk of unauthorized document sharing.

Supported Automated Tests

Scrut provides pre-built automated tests for PandaDoc. Here are a few examples of Scrut’s PandaDoc tests:

  • Access reviews completed for all in-scope applications
  • PandaDoc accounts associated with users
  • PandaDoc accounts deprovisioned when employees leave

Supported Automated Evidence

Scrut automates the collection of some evidences for PandaDoc. Here are a few examples of Scrut’s PandaDoc-driven evidences that can be collected:

  • Offboarding - Logical Access & Physical Access Revocation
  • Reports of User Access Reviews
  • User Access Approval list to Application, Infrastructure and Service
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