How to Import Documents from Google Drive to PandaDoc
Here’s how to do it:
- Click the 'Documents' tab.
- Open a document in PandaDoc.
- Click the 'Apps' icon within the document.
- Click on 'Attachments' from the Apps menu.
- 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.
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