How to Upload a Word Document to PandaDoc



Guide

  1. On the PandaDoc dashboard, click '+ Create new'.

  2. Click 'Select files'.

  3. Select the file from your computer and click 'Open'.

  4. Click 'Make it editable' so PandaDoc will convert the Word document into an editable format.

  5. Add recipients and enter the email addresses of those who need to sign or review the document.

  6. Edit and customize the document.

  7. Add text, images, or other content as necessary.

  8. Click anywhere to type or paste text.

  9. Click the eye icon to ensure the document looks correct.

  10. Once everything is set, click 'Send' via email or generate a shareable link.

  11. Choose how you want to send your document via email or generated link.

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