PDF or Word · Decide by What the Recipient Needs to Do

How to use it

  1. Ask what they need to do

    Read only → PDF. Edit → Word.

  2. Finish in Word, then export

    Convert once, from the final version, to avoid repeated lossy conversions.

  3. Open the PDF before sending

    Check line breaks, page numbers and image positions yourself.

In detail

One question decides it: does the recipient need to edit?

Filling in, revising, commenting → send Word. Reading, printing, archiving → send PDF. That covers about 90% of cases; the remaining 10% need both, so send both.

Why Word files arrive looking broken

It is rarely an encoding problem — it is missing fonts. Word substitutes any font the recipient does not have, which changes line breaks, spacing and pagination. A PDF embeds a subset of the fonts, so it renders the same everywhere.

PDF outward, Word inward

Contracts, CVs, quotes and tender documents should always go out as PDF: it hides tracked changes and comments, and stops someone editing a version you already sent. Inside a team, edit in Word and export to PDF for the final send.

Common questions

Can a PDF be edited by the recipient?

With professional tools yes, but not casually — which is exactly why it is the right format for sending out.

Does sending Word leak anything?

It can. Word keeps tracked changes, comments and author metadata; clean the document properties first.

Which format for a CV?

PDF. You cannot predict the recruiter's font environment, and PDF guarantees the layout.

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