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.

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Click on the “Help” button next to your profile icon
  3. Choose Submit Help Request option

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