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There are 6 ways to create a Document:
Choose from your existing templates
If you already have a few templates created, you can use one to generate a document. This is a huge time saver because you won’t work on your content specifying mainly recipients and/or expiration/reminder settings.
Click New Document > Document on your Dashboard and choose a template under the "My templates" tab.
Create an editable PandaDoc Document
This option provides the highest level of customization allowing you to create all the content and styling from scratch.
What you can do:
To create an editable document, click New Document > Document on your Dashboard and choose Blank.
Convert a .docx, a .doc, Google Doc or a Word Online file into an editable PandaDoc
This is a great way to quickly import your content and maintain the same level of customization as laid out above.
To import a file, click New Document/Create > Upload on your Dashboard. Add your .docx file and once it's uploaded, choose "Convert document" (With the "Do not convert" you will proceed to a non-editable PandaDoc document).
Upload your file
Note:If you are using the new Editor 2.0, please refer to this guide.
This fits really well if you send out something like tax forms that are pretty much set and don’t require styling. You won’t be able to edit document content, however, uploading a file takes a few seconds and you can start sending out documents right away.
What you can do:
- Overlay fields
To upload a file, click New Document/Create > Upload on your Dashboard.