Open the Dashboard or your document list, click New Document/Create, then choose:
- “+Document” allows you to start from scratch in the PandaDoc editor
- “Upload” (see formats and limitations below) allows you to upload your own file or convert a .docx file into an editable PandaDoc
- You can mix and match both options inside the document later
creating documents in the PandaDoc editor is not available on the Free eSign plan
Supported file formats for upload: .pdf, .png, .jpg, .jpeg and .docx.
You may run into an error uploading your document if it meets any of the following criteria:
- Password protection
- Exceeds 50 MB or contains more than 500 pages
Another option would be to pick a template from our template gallery and create a document from it:
If you picked +Document, the next step is to choose whether you want to start from scratch or use a pre-made template.
Inside the document, you have plenty of options to edit it: add content through content blocks, add fields for your recipients to fill out.
If you upload your own file, it won’t be editable, but you can add more information to it by using content blocks:
Add a pricing table(s) to display your pricing:
We have plenty of design options to help you make your document look professional:
Once finished, add recipients and send the document: