How to Upload a Word Document to PandaDoc
- George Apostolov
How to Upload a Word Document to PandaDoc: step-by-step guide
On the PandaDoc dashboard, click '+ Create new'.
Click 'Select files'.
Select the file from your computer and click 'Open'.
Click 'Make it editable' so PandaDoc will convert the Word document into an editable format.
Add recipients and enter the email addresses of those who need to sign or review the document.
Edit and customize the document.
Add text, images, or other content as necessary.
Click anywhere to type or paste text.
Click the eye icon to ensure the document looks correct.
Once everything is set, click 'Send' via email or generate a shareable link.
Choose how you want to send your document via email or generated link.
Quick answer: To upload a Word document to PandaDoc, click '+ Create new' on the dashboard, select and open your file, and click 'Make it editable'. Next, add recipients, customize and edit the document by adding content or text, preview it with the eye icon, and finally click 'Send' to distribute it via email or a shareable link.
About this PandaDoc tutorial
Upload, convert, and send Word documents in PandaDoc. Add recipients, edit content, and share via email or link. This guide shows how to upload a Word Document to PandaDoc in 11 steps, starting with "On the PandaDoc dashboard, click '+ Create new'" and finishing with "Choose how you want to send your document via email or generated link". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to upload a Word Document to PandaDoc?
11 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 PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under PandaDoc. Related guides: How to Use PandaDoc Browser Extension, How to View Basic Analytics in PandaDoc and How to View Document History in PandaDoc. Last reviewed 05 Oct 2026.
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