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PandaDoc Integration

Noga Tubi
Noga Tubi
  • Updated
Set up the PandaDoc integration and get all the insights in Torii's dashboard


Torii integrates with your PandaDoc account and syncs: the users' list, roles, and statuses.


To connect Torii to PandaDoc you will need to get PandaDoc API.

How to get PandaDoc API token

  1. From the PandaDoc website go to your user >> profile settings

  2. Select Integrations from the sidebar

  3. Click on API

  4. Click on Generate sandbox key

  5. Copy the Sandbox API

Connect PandaDoc integration to Torii

  1. Go to the Integrations page and select the PandaDoc tile

  2. Click Connect

  3. In the Connect PandaDoc box enter the API created in the previous step

  4. Click Connect

  5. Once the integration is connected and synced, it will display a green checkbox

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