Following are the prerequisites that would be required once you sign up. Make sure all below requirements are fulfilled.
Lead Gen & CRM Account Manager and API AccessYou will need to connect the Lead Gen & CRM account you would like to link by using the client ID and secret key associated with that specific account.
PandaDoc Account Manager and API AccessYou will need to log in using your PandaDoc account manager credentials.
Xero Account Manager and API AccessYou will need to log in using your Xero adviser access level credentials.
Jira Account Manager and API AccessYou will need to log in using your Jira administrator credentials.
PaymentAdd bank details or card details for subscription setup.