How to Convert Word Documents to PandaDoc Templates

Quick summary

PandaDoc lets you convert Word documents (.docx files) directly into editable PandaDoc templates, so you can reuse them across multiple documents with pre-filled fields, signatures, and customer details. The process takes just a few clicks inside the Templates section of your PandaDoc dashboard.

Steps

1. Click on Templates in the left menu.
2. Click + Template to start creating a new template.
3. Click Select files and upload your .docx file.
4. Once uploaded, click Make it editable to let PandaDoc convert your Word file into an editable document.
5. Use the PandaDoc editor to adjust formatting, add placeholders, and structure fields as needed.
6. Your template is ready — use it across multiple documents by pre-filling customer details, signatures, and other required fields.