How do I add a new document from Box?

Focus:  The focus of this self-help article is to provide steps and information to how to add documents to send or for templates from Box online storage service.

Please note:  Adding documents for your PandaDoc account can be used to send or to create a template. For this document, we will be adding a file from Box to send.

Step 1:  Starting the New document process.  On the upper right, click on the green button, “New document”.

Step 2: Finding and enabling Box. Click on the “Box” Icon on the below. If you have not already done this, click on “Connect to Box”.

Step 3: Login into Box. Enter in your email address and password for our Box account.

Add Document - Connect with Box - Login

Step 4: Grant access.  To allow PandaDoc and Box to connect, click on the blue button “Grant access to Box”.

Add Document - Connect with Box - Grant Access

Step 5: Selecting a Box file to be used.  Once the connection is established, you will see your folders and files inside of your Box account. Click on a name of the document to be used inside of PandaDoc.

Congratulations! You are now fully connected to use your Box files for your PandaDoc account.

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Then click on the help button
  3. Choose Contact Support option

Or feel free to contact us using our public form:

Contact Support