How to Integrate Dropbox with PandaDoc

Quick summary

The PandaDoc Dropbox integration lets you import files directly from Dropbox into PandaDoc documents without leaving the platform. Setting up the connection takes just a few clicks using the built-in Import From option in the Documents tab.

Steps

1. Open PandaDoc and go to the Documents tab.
2. Click + Document to start creating a new document.
3. Go to Import From and select Dropbox from the options.
4. Click Connect to Dropbox to initiate the authorization flow.
5. Click Allow to grant PandaDoc permission to access your Dropbox files.