How do I add a new document from Dropbox?

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 Dropbox 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 Dropbox 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 Dropbox. Click on the “Box” Icon that shows below. If you have not already done this, click on “Connect to Dropbox”.

Step 3: Login into Dropbox to grant access.. Enter in your email address and password for our Dropbox account.

Add Document - Connect with Dropbox - Login

Step 4: Selecting a Dropbox file to be used.  Once the connection is established, you will see your folders and files inside of your Dropbox account. Click on a name of the document to be used inside of PandaDoc.

Congratulations! You are now fully connected to use your Dropbox 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

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