Dropbox
PandaDoc

Dropbox and Pandadoc Integration

Seamlessly connect Dropbox and PandaDoc to streamline your document management and e-signature workflows.

Explore Triggers and Actions

New or Modified File or Folder
Trigger a new event when a file or folder is added or modified. Make sure the number of files/folders in the watched folder does not exceed 4000.
New File
Trigger new event when a new file is added to your account or a specific folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
New Folder
Trigger a new event when a new folder is created. Make sure the number of files/folders in the watched folder does not exceed 4000.
Create Document Attachment
Adds an attachment to a document.
Create Document From File
Create a document from a file or public file URL.
Download Document
Download a document as PDF.
Download Protected Document
Download a completed document as a verifiable PDF.
Create Document From Template
Create a Document from a PandaDoc Template.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

No usecase found. Try searching again.

What can Ayudo do with Dropbox and Pandadoc?

The Dropbox and PandaDoc integration allows you to effortlessly access, send, and store your documents between the two platforms. Upload files from Dropbox directly into PandaDoc to create, send, and track professional proposals, contracts, and agreements. Once signed, your documents are automatically saved back to Dropbox, ensuring your files are organized and accessible in one secure location.

Connect
Dropbox
and
PandaDoc
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How do I connect Dropbox with PandaDoc?

Simply go to the PandaDoc integrations page, select Dropbox, and authorize the connection by logging into your Dropbox account. Once connected, you can start importing and saving documents seamlessly.

Can I send Dropbox files for e-signature through PandaDoc?

Yes, you can import any file stored in Dropbox into PandaDoc, add signature fields, and send it out for e-signature without leaving the PandaDoc platform.

Are signed documents saved back to Dropbox automatically?

Absolutely. Once a document is signed in PandaDoc, it is automatically saved to your designated Dropbox folder, keeping your files synchronized and organized.

Is my data secure when using the Dropbox and PandaDoc integration?

Yes, both Dropbox and PandaDoc use industry-leading security protocols, including encryption and compliance certifications, to ensure your documents and data remain safe and private.

Does the integration support collaboration on documents?

Yes, you can collaborate on documents stored in Dropbox by importing them into PandaDoc for editing, commenting, and approval workflows before sending them out for signatures.

Built by folks who built