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.
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.