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 Google Drive 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 Google Drive 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 Google Drive. Click on the “Google Drive” Icon that shows below. If you have not already done this, click on “Connect to Google Drive”.
Step 3: Login into Google Drive to grant access.. Enter in your email address and password for our Google Drive account. Then click on the blue “Accept” button to allow the connection.
Step 4: Selecting a Google Drive file to be used. Once the connection is established, you will see your folders and files inside of your Google Drive account. Click on a name of the document to be used inside of PandaDoc.
Congratulations! You are now fully connected to use your Google Drive files for your PandaDoc account.