Overview
Torii integrates with your PandaDoc account and syncs: the users' list, roles, and statuses.
Prerequisites
To connect Torii to PandaDoc you will need to get PandaDoc API.
How to get PandaDoc API token
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From the PandaDoc website go to your user >> profile settings
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Select Integrations from the sidebar
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Click on API
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Click on Generate sandbox key
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Copy the Sandbox API
Connect PandaDoc integration to Torii
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Go to the Integrations page and select the PandaDoc tile
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Click Connect
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In the Connect PandaDoc box enter the API created in the previous step
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Click Connect
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Once the integration is connected and synced, it will display a green checkbox
Q&A
Q: What should I enter in the "Account Name" field?
A: The Account Name field lets you connect multiple PandaDoc accounts to Torii. The value can be anything you choose — it is only used to distinguish between your connected accounts. Make sure to use a unique Account Name for each account: connecting a different account with an Account Name that is already in use will overwrite the existing account's data, so choosing distinct names is your responsibility.