Availability: Essentials, Business, and Enterprise plans
Learn here how to quickly & easily create editable PandaDoc templates and documents from your .docx and .doc documents.
Account owners enable this feature in the Marketplace (found in the bottom left of your PandaDoc account.)
Formats you can import: .docx and .doc
Expand to learn more about limitations
From .docx or .doc files, we can import the following fonts only: Arial, Helvetica, Georgia, Times New Roman, Monospace
Text Effects and Typography cannot be imported
Line Spacing of your .docx file will be set to the default PandaDoc
Only simple tables with simple borders can be imported (no design, no merged cells);
Shapes, Charts, SmartArt are not supported
Orientation will be set to portrait
Page color, border and margins cannot be imported, ‘US letter’ paper size will be applied
Document comments and footnotes will not be imported
Only simple number lists (with numbers, letters, without text between clauses) are supported
Table of contents will not be converted (you will need to add it by using the Table of contents block in PandaDoc)
Upload & Convert your file
Click on Create new button, then click on Local file in the pop-up window on the left, or simply drag & drop a file from your device.
Once it's uploaded, choose Convert (With the Skip you will proceed to a non-editable PandaDoc document).
Warning:
PandaDoc doesn’t support importing documents from OneDrive for Business. Files uploaded from Dropbox, OneDrive, or Box will be uneditable.
Review your content
Your template/document will be broken down into content blocks, you can edit them:
You can add variables as placeholders for dynamic content (any info that will change from document to document):
You can also modify the design of your document or template – just click the Design icon on the right-hand side:
Here’s more on how to create documents and use templates.