Note:This feature is currently in beta. We’ll announce when we officially launch this feature.
Availability: all plans
You can easily import your Google contacts in bulk to PandaDoc — everything from a contact’s name and organization to their phone number and email address.
Importing your Google contacts
- Open your Contacts tab on the left panel
- Click the Import contacts button at the top of the page
- Pass Google Authorization, then click Allow to start the importing process from your Google account to PandaDoc.
Adding contacts as document recipients
To add your newly imported contacts as recipients, start by opening any existing document or creating a new one. Click Add recipients at the top of the page, then begin typing the name or email address of your contact in the dropdown.
Disabling the integration
To disable access to your Google account, simply go to your Google permissions page and remove PandaDoc from the list.