How to Upload a PDF to PandaDoc

Do you need an easy way to copy your entire PandaDoc documents to Box? With PandaDoc, you can upload PDF files and Docx files and make them appear as part of a document or template. But sometimes you don't want these files to be part of the document, but rather to be part of or complement the main document you're sending. In this case, you can activate a Zapier integration to create and save a PDF copy of your PandaDoc documents in Box every time a document is completed. This way, you can keep your records in order and make sure that everyone who needs to see the signed documents has access to them.

If you want to include native PandaDoc elements, such as signature or text fields, in your PDF-derived document, you'll have to use the field structure of the PDF's native form or add manual field labels to the PDF.

Sophia Walker
Sophia Walker

General B2B software lover. Amateur zombie geek. Hipster-friendly web maven. Total bacon evangelist. Internet enthusiast.