How to Connect Microsoft Office to PandaDoc
- George Apostolov
How to Connect Microsoft Office to PandaDoc: step-by-step guide
Open your PandaDoc account and select 'Settings'.
Click 'Integrations'.
Click 'Microsoft Word' to connect Microsoft Office with PandaDoc.
Click 'Install'.
Select 'Get it now'.
Fill in the empty field.
Provide the important details and click 'Get it now'.
Click 'Open in Word'.
You can now use the PandaDoc toolbar to send the document to PandaDoc for further customization, electronic signatures, or approvals.
Quick answer: To connect Microsoft Office to PandaDoc, open your PandaDoc account and select Settings, then Integrations. Click Microsoft Word and Install, select Get it now, fill in the field, provide details, and click Get it now again. Finally, click Open in Word to use the PandaDoc toolbar.
About this Microsoft tutorial
Connect Microsoft Office with PandaDoc by configuring settings, installing the Microsoft Word integration, and opening documents in Word. This guide shows how to connect Microsoft Office to PandaDoc in 9 steps, starting with "Open your PandaDoc account and select 'Settings'" and finishing with "You can now use the PandaDoc toolbar to send the document to PandaDoc for further custo...". The interactive demo above is a click-through copy of the real Microsoft interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to connect Microsoft Office to PandaDoc?
9 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 Microsoft data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft and PandaDoc. Related guides: How to Connect Microsoft To Do to Todoist Using Zapier, Salesforce dynamics crm integration and How to Convert Columns to Rows in Microsoft Excel. Last reviewed 05 Oct 2026.
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