📘 Note: The new experience is part of an early access program. For a full overview of what's changed and current limitations, see New document and template experience (early access) and New PandaDoc editor.
Shorten your time-to-close with a streamlined and transparent contract negotiation process.
Availability: Business annual* and Enterprise annual plans
* This feature is available as a paid add-on in our Business plan.
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Enable Redlining
Open a document or a template, click the File menu on top left of the page, then select Roles > Permissions. Switch on the toggle for Suggest edits on the right-hand panel > select Download and edit in Microsoft Word.
That's it! Now you can send the document.
Alternatively, select Manage roles > Manage roles permissions > toggle on Suggest edits.
Note: Before sending the document, we recommend exporting it to .docx to make sure the formatting looks good. Click the 3 ellipses > Download > Download as .docx.
You can enable/disable the 'Suggest edits' setting after the document has already been sent, the recipient only needs to refresh the page to be able to start the redlining process. If you toggle this setting off while the document is under review by the recipient, all changes will be reverted to the original document version.
Redlining process
Please note, that if the document reviewer is a member of your PandaDoc account, they will be required to either have a role that gives them access to the document (Manager/ Admin) or be added to the document as a recipient.
Once a recipient opens the document and reviews it, they can start the redlining process by clicking Suggest edits in the top right.
Next, they confirm they want to start the reviewing process by clicking Start review. The document sender will receive an email notification when this action happens.
The document is then transferred to the Suggest edits status. To proceed, the recipient clicks Download the latest version and opens the downloaded .docx file.
Important: Redlining does not work for uploaded content, and it will show blank for the recipients when they start to suggest edits.
The Microsoft Word document will be automatically switched to the Track changes mode so that all parties are aware of the edits.
The recipient adds their suggestions and uploads a new document version back into PandaDoc. Once they have uploaded the document, you (and other recipients of this document) will receive an email notification and be able to view their comments and edits.
To easily switch between the document versions, you can click on the version number.
Once you and your recipient have finished negotiating the document, download the final version to refine the formatting in Microsoft Word. Afterward, upload this finalized version and mark it as final.
Alternatively, you can select 'Approve as final' for the version uploaded by your recipient. This will automatically replace the initial version with the recipient's document and accept all suggested changes.
If no final edits are needed, you can simply approve any version from the list.
After you approve a version as final, the document won’t be available for editing. Now you can make sure field positions are correct (if the document undergoes extensive editing, field positions may change) and send the final document for signing.
Track suggest edits
You can easily check documents in Suggest edits status under the Actions required/Waiting for others or Suggested edits tab in Home.
On the Team dashboard, you will find the document under Suggest edits tile.
To check the history of revisions, navigate to the File menu on the top left > Document > Version history.
