Compliance Archiving for PandaDoc – Nuclei, Inc.

Overview

Nuclei provides PandaDoc customers with the ability to automatically export and archive all document workflows occurring within PandaDoc, including:

PandaDoc Documents
PandaDoc Document Attachments

As a first step, you must authorize the "Nuclei" for PandaDoc archiving app. Afterwards, Nuclei will automatically export PandaDoc content into your existing compliance archive.

Prerequisites

PandaDoc Enteprise plan, or
PandaDoc API plan

Scope

Documents

All PandaDoc documents are supported for archiving, and archiving will take place for all users within the PandaDoc workspace. The following types of metadata are supported for each document:

Document ID
Document Name
Data Created
Date Modified
Date Completed
Template ID
Template Name
Expiration Date
Document Metadata
Document Tokens
Document Fields
Pricing
Document Tags
Document Status
Grand Total
Linked Objects

Document Creators

The following additional types of metadata are also supported for each document creator:

User ID
User Email
User First Name
User Last Name

Document Recipients

The following additional types of metadata are also supported for each document recipient:

Recipient ID
Recipient Email
Recipient First Name
Recipient Last Name
Recipient Type
Recipient Role

Supported Archives

The following archiving destinations are supported for PandaDoc archiving:

ACA ComplianceAlpha
Dell EMC SourceOne
Global Relay Archive
Microsoft Purview
Mimecast Cloud Archive
Proofpoint Enterprise Archive
Smarsh Digital Safe
Smarsh Enterprise Archive
Smarsh Professional Archive
Veritas Enterprise Vault
ZL Unified Archive

More Information

For more information on Compliance Archiving for PandaDoc and for a demonstration of related capabilities, please contact Nuclei's sales team at hello@nuclei.ai.