How to Integrate OneDrive with PandaDoc

Quick summary

Integrating OneDrive with PandaDoc lets you import documents directly from your Microsoft cloud storage into PandaDoc without manual uploads. This OneDrive connection streamlines document creation by keeping your files accessible inside the PandaDoc dashboard.

Steps

1. Open PandaDoc and navigate to the Documents tab.
2. Click + Document to start creating a new document.
3. Go to Import From and select OneDrive as your source.
4. Click Connect to OneDrive to initiate the integration.
5. Click Accept to grant PandaDoc permission to access your OneDrive files.