Testing the connection

With PandaDoc already connected, the detail’s Status tab includes a Test connection button that checks, on the spot, that the saved key is still valid against PandaDoc’s real API.

Requirements: Admin role.

1. Open PandaDoc’s Detail and go to the Status tab.
2. Click Test connection.

Result: “Connection successful” if the key is still valid, or “Couldn’t connect: [reason]” if the key was revoked or changed (section 8).

The example below uses Google Sheets again — with PandaDoc connected, the same “Status” tab shows the “Test connection” and “Disconnect” buttons.

Status tab of a connected integration's detail (Google Sheets, used here as an example of the mechanism) with the Test connection and Disconnect buttons