PandaDoc

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General Data Handling Security Compliance Privacy Identity

Last updated by the developer on: July 31, 2023

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General information

Information provided by PandaDoc to Microsoft:

Information	Response
App name	PandaDoc
ID	WA200002927
Office 365 clients supported	Microsoft Teams
Partner company name	PandaDoc
Company's website	https://www.pandadoc.com
App's Terms of Use	https://www.pandadoc.com/terms-of-use/
Core functionality of the app	Teams use PandaDoc to improve document workflows, insights, and speed while delivering an amazing experience for their customers. Businesses trust PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, contracts, and more. With powerful document creation and workflow capabilities, teams can provide their customers with a more professional, timely, and engaging experience.
Company headquarter location	United States of America
App info page	https://www.pandadoc.com
What is the hosting environment or service model used to run your app?	Iaas
Which hosting cloud providers does the app use?	Aws, Azure

Questions

Questions or updates to any of the information you see here? Contact us!

How the app handles data

This information has been provided by PandaDoc about how this app collects and stores organizational data and the control that your organization will have over the data the app collects.

Information	Response
Does the app or underlying infrastructure process any data relating to a Microsoft customer or their device?	Yes
What data is processed by your app?	We are collecting document files that are uploaded by the user (e.g. PDFs) and turn them into PandaDoc documents, which can be esigned.
Does the app support TLS 1.1 or higher?	Yes
Does the app or underlying infrastructure store any Microsoft customer data?	Yes
What data is stored in your databases?	In Microsoft database we store webhooks subscription data and settings for the application, in our regular database we're storing document files uploaded by the user and all data that is added to these documents.
If underlying infastructure processes or stores Microsoft customer data, where is this data geographically stored?	United States of America
Do you have an established data rentention and disposal process?	Yes
How long is data retained after account termination?	Less than 90days
Do you have an established data access management process?	Yes
Do you transfer customer data or customer content to third parties or sub-processors?	Yes
Do you have data sharing agreements in place with any third party service you share Microsoft customer data with?	Yes

Questions

Questions or updates to any of the information you see here? Contact us!

Information from the Microsoft Cloud App Security catalog appears below.

Information	Response
Do you perform annual penetration testing on the app?	Yes
Does the app have a documented disaster recovery plan, including a backup and restore strategy?	Yes
Does your environment use traditional anti-malware protection or application controls?	TraditionalAntiMalware, ApplicationControls
Do you have an established process for indentifying and risk ranking security vulnerabilities?	Yes
Do you have a policy that governs your service level agreement (SLA) for applying patches?	Yes
Do you carry out patch management activities according to your patching policy SLAs?	Yes
Does your enviroment have any unsupported operating systems or software?	No
Do you conduct quarterly vulnerability scanning on your app and the infastructure that supports it?	Yes
Do you have a firewall installed on your external network boundary?	Yes
Do you have an established change management process used to review and approve change requests before they are deployed to production?	Yes
Is an additional person reviewing and approving all code change requests submitted to production by the original developer?	Yes
Do secure coding practices take into account common vulnerability classes such as OWASP Top 10?	Yes
Multifactor Authentication (MFA) enabled for:	CodeRepositories, Credential, DNSManagement
Do you have an established process for provisioning, modification, and deletion of employee accounts?	Yes
Do you have Intrusion Detection and Prevention (IDPS) software deployed at the perimeter of the network boundary supporting your app?	Yes
Do you have event logging set up on all system components supporting your app?	Yes
Are all logs reviewed on a regular cadence by human or automated tooling to detect potential security events?	Yes
When a security event is detected are alerts automatically sent to an employee for triage?	Yes
Do you have a formal information security risk management process established?	Yes
Do you have a formal security incident response process documented and established?	Yes
Do you report app or service data breaches to supervisory authorities and individuals affected by the breach within 72 hours of detection?	Yes

Questions

Questions or updates to any of the information you see here? Contact us!

Information	Response
Does the app comply with the Health Insurance Portability and Accounting Act (HIPAA)?	Yes
Does the app comply with Health Information Trust Alliance, Common Security Framework (HITRUST CSF)?	No
Does the app comply with Service Organization Controls (SOC 1)?	N/A
Does the app comply with Service Organization Controls (SOC 2)?	Yes
Which SOC 2 certification did you achieve?	type2
Most recent SOC2 certification date	2022-06-27
Does the app comply with Service Organization Controls (SOC 3)?	No
Do you carry out annual PCI DSS assessments against the appand its supporting environment?	N/A
Is the app International Organization for Standardization (ISO 27001) certified?	No
Does the app comply with International Organization for Standardization (ISO 27018)?	No
Does the app comply with International Organization for Standardization (ISO 27017)?	No
Does the app comply with International Organization for Standardization (ISO 27002)?	No
Is the app Federal Risk and Authorization Management Program (FedRAMP) compliant?	No
Does the app comply with Family Educational Rights and Privacy Act (FERPA)?	Yes
Does the app comply with Children's Online Privacy Protection Act (COPPA)?	Yes
Does the app comply with Sarbanes-Oxley Act (SOX)?	No
Does the app comply with NIST 800-171?	No
Has the app been Cloud Security Alliance (CSA Star) certified?	No

Questions

Questions or updates to any of the information you see here? Contact us!

Information	Response
Do you have GDPR or other privacy or data protection requirements or obligations (such as CCPA)?	Yes
Does the app have an external-facing privacy notice that describes how it collects, uses, shares, and stores customer data?	Yes
Privacy Policy URL	https://www.pandadoc.com/privacy-notice/
Does the app perform automated decision making, including profiling that could have a legal effect or similar impact?	No
Does the app process customer data for a secondary purpose not described in the privacy notice (i.e. marketing, analytics)?	No
Do you process special categories of sensitive data (i.e. racial or ethnic origin, political opinion, religious or philosophical beliefs, genetic or biometric data, health data) or categories of data subject to breach notification laws?	No
Does the app collect or process data from minors (i.e., individuals under the age of 16)?	No
Does the app have capabilities to delete an individual's personal data upon request?	Yes
Does the app have capabilities to restrict or limit the processing of an individual's personal data upon request?	Yes
Does the app provide individuals the ability to correct or update their personal data?	No
Are regular data security and privacy reviews performed (for example, Data Protection Impact Assessments or privacy risk assessments) to identify risks related to the processing of personal data for the app?	Yes

Questions

Questions or updates to any of the information you see here? Contact us!

Information	Response
Does your application integrate with Microsoft identity platform (Microsoft Entra ID) for single-sign on, API access, etc.?	Yes
Have you reviewed and complied with all applicable best practices outlined in the Microsoft identity platform integration checklist?	No
Does your app use the latest version of MSAL (Microsoft Authentication Library) or Microsoft Identity Web for authentication?	No
Does your app support Conditional Access policies?	No
If your app does not use one of the above libraries, what authentication library or libraries does it use?	OAuth2 - https://oauth.net/2/
Does your app support Continuous Access Evaluation (CAE)	No
Does your app store any credentials in code?	No
Apps and add-ins for Microsoft 365 might use additional Microsoft APIs outside of Microsoft Graph. Does your app or add-in use additional Microsoft APIs?	Yes

Data access using Microsoft Graph

Graph Permission	Permission Type	Justification	Microsoft Entra App ID
Channel.ReadBasic.All	both	to get a list IDs of channels for each previously received command and get the file drives ids for each channel. Documentation - https://docs.microsoft.com/en-us/graph/api/channel-list?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
ChannelSettings.Read.All	both	to get a list IDs of channels for each previously received command and get the file drives ids for each channel. Documentation - https://docs.microsoft.com/en-us/graph/api/channel-list?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
ChannelSettings.ReadWrite.All	both	to get a list IDs of channels for each previously received command and get the file drives ids for each channel. Documentation - https://docs.microsoft.com/en-us/graph/api/channel-list?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
Directory.Read.All	both	To get IDs the teams in Microsoft Teams that the user is a direct member of. After that, receiving channels for each command identifier. To get the file vault IDs, first need to get a list of the teams the user has entered. Documentation - https://docs.microsoft.com/en-us/graph/api/user-list-joinedteams?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
Directory.ReadWrite.All	both	To get IDs the teams in Microsoft Teams that the user is a direct member of. After that, receiving channels for each command identifier. To get the file vault IDs, first need to get a list of the teams the user has entered. Documentation - https://docs.microsoft.com/en-us/graph/api/user-list-joinedteams?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
Files.Read	both	To download the file from the drive and get it signed via PandaDoc.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
Files.Read.All	both	To download the file from the drive and get it signed via PandaDoc.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
Files.Read.Selected	both	To download the file from the drive and get it signed via PandaDoc.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
Group.Read.All	both	- to get a list IDs of channels for each previously received command and get the file drives ids for each channel. Documentation - https://docs.microsoft.com/en-us/graph/api/channel-list?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
Group.ReadWrite.All	both	- to get a list IDs of channels for each previously received command and get the file drives ids for each channel. Documentation - https://docs.microsoft.com/en-us/graph/api/channel-list?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
Team.ReadBasic.All	both	for get IDs the teams in Microsoft Teams that the user is a direct member of. After that, receiving channels for each command identifier. To get the file vault IDs, first need to get a list of the teams the user has entered. Documentation - https://docs.microsoft.com/en-us/graph/api/user-list-joinedteams?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
TeamSettings.Read.All	both	for get IDs the teams in Microsoft Teams that the user is a direct member of. After that, receiving channels for each command identifier. To get the file vault IDs, first need to get a list of the teams the user has entered. Documentation - https://docs.microsoft.com/en-us/graph/api/user-list-joinedteams?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
TeamSettings.ReadWrite.All	both	for get IDs the teams in Microsoft Teams that the user is a direct member of. After that, receiving channels for each command identifier. To get the file vault IDs, first need to get a list of the teams the user has entered. Documentation - https://docs.microsoft.com/en-us/graph/api/user-list-joinedteams?view=graph-rest-1.0&tabs=http	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
TeamsAppInstallation.ReadWriteSelfForTeam.All	both	required to install the application on a user in Team and installing the bot in the chat.. Documentation - https://docs.microsoft.com/en-us/graph/api/chat-get-installedapps?view=graph-rest-1.0	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
TeamsAppInstallation.ReadWriteSelfForUser.All	both	required to install the application on a user in Team and installing the bot in the chat.. Documentation - https://docs.microsoft.com/en-us/graph/api/chat-get-installedapps?view=graph-rest-1.0	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
User.Read	both	for sso user from Tab (example - https://github.com/OfficeDev/msteams-tabs-sso-sample-nodejs). Needed to obtain a user token with access to Microsoft Graph and further obtain user files.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
User.Read.All	both	for sso user from Tab (example - https://github.com/OfficeDev/msteams-tabs-sso-sample-nodejs). Needed to obtain a user token with access to Microsoft Graph and further obtain user files.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
User.ReadWrite.All	both	for sso user from Tab (example - https://github.com/OfficeDev/msteams-tabs-sso-sample-nodejs). Needed to obtain a user token with access to Microsoft Graph and further obtain user files.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
email	both	for sso user from Tab (example - https://github.com/OfficeDev/msteams-tabs-sso-sample-nodejs). Needed to obtain a user token with access to Microsoft Graph and further obtain user files.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
offline_access	both	for sso user from Tab (example - https://github.com/OfficeDev/msteams-tabs-sso-sample-nodejs). Needed to obtain a user token with access to Microsoft Graph and further obtain user files.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
openid	both	for sso user from Tab (example - https://github.com/OfficeDev/msteams-tabs-sso-sample-nodejs). Needed to obtain a user token with access to Microsoft Graph and further obtain user files.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b
profile	both	for sso user from Tab (example - https://github.com/OfficeDev/msteams-tabs-sso-sample-nodejs). Needed to obtain a user token with access to Microsoft Graph and further obtain user files.	f2d4eec7-3d3f-46b1-a094-9f7c733d260b

This application does not have Additional APIs.

Questions

Questions or updates to any of the information you see here? Contact us!