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