Once the upload is complete, you’ll be asked whether you’d like to convert your document into an edible PandaDoc. docx file that you would like to convert to a PDF and drag-and-drop it into the upload window in order to begin uploading the document to PandaDoc.
Select “Upload” and take a look at the upload window that pops up. In the top right hand corner for the interface, find the “New Document” button. You can access this screen by clicking on the topmost icon of the left sidebar (four small squares). Upload your Word file (.doc/.docx) to the PandaDoc editorĪfter signing up for your PandaDoc account, navigate to your PandaDoc dashboard. Sign up for a 14-day free trial or our Free eSign Plan to get started! 1. Keep in mind that the PandaDoc Editor can accept files from your desktop as well as from other sources and integrations like Google Drive, Box, and Dropbox. We’ll talk you through the steps to convert Microsoft Word documents into a PDF file format.
#HOW TO CONVERT WORD DOCUMENT TO PDF FORM HOW TO#
pdf) using PandaDocīelow, you’ll learn how to use PandaDoc for PDF conversion. Today, let’s take a look at how to convert Word documents to PDFs using PandaDoc. These features are general positives for sales teams and marketers because they ensure that the document shows up correctly for the customer and that the customer can easily access critical information.įortunately, it’s easy to save your Word file in a PDF format using the “Save As” feature and selecting “PDF” from the Export Formats submenu.īut this might not always be the best option, especially if you need to do more with your documents, like create contracts or capture digital signatures. They can even be locked or password protected. In addition to maintaining the format of the original file, PDFs work on all operating systems and are generally easy to view and share. Sending a PDF document to customers has a number of advantages.