How to Import Documents from Google Drive to PandaDoc

Quick summary

PandaDoc lets you import documents from Google Drive directly as attachments within any document, eliminating the need to download and re-upload files manually. This integration streamlines your document workflow by connecting your Google Drive storage to PandaDoc's attachment system in just a few clicks.

Steps

1. Click the 'Documents' tab in PandaDoc to navigate to your document library.
2. Open a document in PandaDoc that you want to add an attachment to.
3. Click the 'Apps' icon within the open document to access integrations.
4. Click on 'Attachments' from the Apps menu to open the attachments panel.
5. Click 'Add attachment' to initiate the file upload process.
6. In the upload window, choose 'Google Drive' as your file source.
7. Click 'Connect to Google Drive' to log in to your account and select the desired file from your Google Drive.