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Quick summary
The PandaDoc Gmail integration lets you install a Chrome extension and connect your PandaDoc account directly inside Gmail, so you can send and manage documents without leaving your inbox. Setup takes just a few steps — from the Chrome Web Store to authorized access — and gives you a PandaDoc panel inside Gmail instantly.
Steps
- Go to the Chrome Web Store and click the search bar.
- Search for 'PandaDoc for Gmail' and click on it.
- Click 'Add to Chrome' and follow the prompts to install the extension.
- Select 'Add extension' to confirm and proceed with installation.
- In Gmail, click 'Login with PandaDoc' to begin connecting your account.
- Click 'Authorize' to grant Gmail access to your PandaDoc account.
- Once connected, click 'Go to Gmail' to return to your inbox.
- Click the PandaDoc icon in the right-hand panel to start sending documents via Gmail.
