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How to save an Excel spreadsheet as a PDF for faxing

Make a PDF copy of your spreadsheet and check how it will look when faxed.

Saving your spreadsheet as a PDF lets you check its layout before faxing it.

  1. Open the spreadsheet in Excel.
  2. Select File > Save As or Save a Copy.
  3. Choose a location and filename.
  4. Select PDF as the file type.
  5. Review the available options to choose the sheets or pages you want included.
  6. Select Save.

Open the PDF and check for cut-off columns, blank pages, unexpected page breaks, or text that’s too small. Adjust the spreadsheet’s print area, orientation, or scaling if needed, then save a new PDF.

You can also use File > Print > Microsoft Print to PDF if that option is available.

If the PDF looks correct but won’t send, share the fax error message with us. We’re happy to help you work through the next step.