PandaDoc for Word
PandaDoc’s integration with Word allows you to send and sign documents securely — right from Word.
This integration works with:
- Word Online.
- Microsoft Word for Desktop (Windows and Mac), 2016 and later versions.
Install the add-in
Install the add-in from the Microsoft Marketplace: https://appsource.microsoft.com/en-us/product/office/WA200002406?tab=Overview
Or in Word Online, open any document. Click Insert > Add-ins, then find PandaDoc. Click Install and you’ll see the PandaDoc tab at the top of the page. That’s it!
Log into your PandaDoc account, or create a new one for free
Click on any action beneath the PandaDoc tab. The PandaDoc panel will open on the right. Here you can choose to either log into an existing PandaDoc account or create a new Free eSign account. Select an option and simply follow the instructions.
Send and sign documents from Word
Open a document in Microsoft Word (in this article, we'll demonstrate the process in Word Online) and click on the PandaDoc tab. Select the appropriate action in the ribbon.
- Self-sign document (if you’re the only signer).
- Request signatures (if someone else needs to sign this document).
- Check document statuses (if you need to check the document’s current status). Learn more about document status here.
In the next section, we’ll talk about each of these actions in more detail.
Self-sign a document
Select this action when you’re the only signer on this document. Click on Self-sign document and the PandaDoc panel will open on the right side. Click Allow in the pop-up and your document will then open in a separate tab already loaded in the PandaDoc app.
On the right, you’ll see that your name has already been selected as a signer. Simply drag and drop a signature field onto the document. You can add date fields, text fields, etc. as well.
Click on a signature field, then add your signature by uploading, drawing, or typing it.
Once you’ve filled out all fields, click Finish document at the top.
The document will become Completed, and you can close this tab. Go back to the document in Word Online.
On the right, you’ll see the option to download a signed PDF.
Whenever you need to send a document that requires someone else’s signature, select the Request signature option.
On the right side, type in the email addresses of future signers, then click Prepare document in the lower right.
Click Allow in the pop-up on the right. Your document will open in a separate tab already loaded in the PandaDoc app.
At this point, you only need to add signature fields for signers before you send the document. Select a signer on the right side.
Next, drag and drop fields onto the document. To show each signer where to include their signature, each field will be automatically assigned to a specific signer. Repeat these simple steps for each signer.
Once you’re ready, click Send document to select a sending method. You can send the document via email, or generate a document link and send it via messenger, etc.
Once you’ve sent the document, you’ll see that it has transferred into Sent status. You can now close this tab and go back to Word Online.
Back in Word Online, click See document status to check if the document has been signed.
Once the document has been signed by all parties, its status will be updated in the PandaDoc panel.
Check document statuses
This option is an easy way to track the progression of signatures on your document.
Click on Check document statuses and the PandaDoc panel will open on the right side. This document has not yet been signed.
You can refresh the panel by clicking on the refresh icon.
And this is a signed document.
You can view the documents and/or download signed PDF copies from within the PandaDoc panel.