Uploading a Word document to PandaDoc is quick and easy. Follow these steps:
- 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.