PandaDoc for Box documents storage

The simple integration makes it easier than ever to copy and store PandaDoc documents in your Box account. You control which documents are synced between accounts, when they’re uploaded, and exactly where they’re stored.

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Existing Box Zaps

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Automatically store all document copies in Box

Automate processes for storing different types of PandaDoc documents in your Box account. You can easily and quickly set rules for determining which documents are stored where, and set the actions which trigger them to sync with your and your team’s Box accounts. Trigger contracts to be sent to a special folder, whenever they receive a signature, or for quotes to be copied whenever a payment is made.

Easily share documents with anyone from your company

The integration’s features aren’t limited to client-facing actions. Automate sharing between all members of your company – there’s no limit on how many processes can be automated. Prompt events, like document storage in Box, based on a variety of employee actions, such as when a manager signs a completed proposal.

Full control over your documents

The integration allows for full control over how your PandaDoc and Box accounts are synced. Make copies of quotes, proposals and contracts in your preferred format (not just PDF), pick exactly where documents are stored in Box, choose from a range of actions to jump-start storage, and set permissions for document access from within PandaDoc.

Transform documents storage with PandaDoc and Box

PandaDoc allows you to leverage a truly paperless solution, automating and simplifying important parts of the document creation and storage process. By linking your PandaDoc account with Box, you add a further layer of efficiency and automation to your workflows.

Advanced security controls and authentication options

PandaDoc ensures the security of your documents. Both Box and PandaDoc utilize the latest security and encryption practices and are fully GDPR-compliant. From within PandaDoc, you control exactly who can access which documents, whether it’s members of your team or recipients.

Effective team collaboration with PandaDoc and Box

Automate and streamline the sharing of important documents to all of your team members’ Box accounts. Extensive permission-setting and collaboration features within PandaDoc enable you to dramatically streamline your workflow. Our customers regularly save multiple hours’ of time for every employee.

How to setup PandaDoc for Box?

Step 1. Connect PandaDoc with Box

Connect PandaDoc with Box from your Zapier dashboard. Run a few tests to make sure everything’s working and you’re good to go!

Step 2. Create your Zaps

Create your own automation processes (also called “Zaps”) or use our ready-made templates. Creating automation rules is simple and only takes a few minutes.

*Note: The Zapier free version only allows users to create up to five 2-step zaps which include most major apps. However, this integration might be considered a premium integration for which you will need a paid Zapier plan.

Step 3. Test and customize

Figure out what works, cut the fat, try new automations, and improve going forward. It won’t be long before you have your own tailored mix of automated processes, saving time and money.

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