How do I add a new document from OneDrive?

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

Step 3: Login into your OneDrive account. It will automatically connect.

Adding Documents - OneDrive - Login

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

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

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