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How to Import Files from Dropbox to PandaDoc



How to Import Files from Dropbox to PandaDoc: step-by-step guide

  1. Click the 'Documents' tab.

  2. Navigate to the document you want to add files to. 

  3. Click the 'Apps' icon within the document. 

  4. Click on 'Attachments' from the Apps menu. 

  5. Click 'Add attachment' to initiate the file upload process. 

  6. In the upload window, choose 'Dropbox' as your file source. 

  7. Click 'Connect to Dropbox' to log in to your Dropbox account and select the files you want to import. 

Quick answer: To import files from Dropbox into PandaDoc, navigate to your target document, open the Apps menu, and select Attachments. Next, click Add attachment, choose Dropbox as your file source, and click Connect to Dropbox to log in to your account and select the files you want to import.

About this Dropbox tutorial

Easily bring your documents over by connecting your Dropbox account and selecting the exact files you need for your PandaDoc project. This guide shows how to import Files from Dropbox to PandaDoc in 7 steps, starting with "Click the 'Documents' tab" and finishing with "Click 'Connect to Dropbox' to log in to your Dropbox account and select the files you w...". The interactive demo above is a click-through copy of the real Dropbox interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to import Files from Dropbox to PandaDoc?

7 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your Dropbox data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Dropbox and PandaDoc. Related guides: How to Insert Dropbox in Excel, How to Install Dropbox and How to Integrate Airtable with Dropbox. Last reviewed 05 Oct 2026.

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