[Editor 2.0] Redlining

Shorten your time-to-close with a streamlined and transparent contract negotiation process.

Availability: Enterprise

Watch our short video guide:

Enable Redlining

Open a document, click the Manage button on top of the page and switch on the toggle for Suggesting.

Alternatively, click the “...” in the top right corner in a template or a document and choose Workflow from the dropdown. Next to “Suggest edits” toggle on the functionality. That’s it! Now you can send the document.

After you click on Send document and modify its name, you will see the “Send Document" pop-up. You will see Suggesting settings at the bottom, click on it to enable/disable redlining. 

You can switch this toggle on 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, if the reviewer of the document 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 “In external review” status. In order to suggest edits to the document, the recipient clicks “Download the latest version” and opens the downloaded .docx file. 

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 that a new version has been uploaded by the recipient and you’ll be able to view their comments and edits. Also, on the Dashboard, you will find the document under "In External Review."

In order to easily switch between the document versions, you can click on the version number. 

When you and your recipient have finished document negotiation, download the final version and polish up the document formatting in Microsoft word. Once done, upload the final version and mark it as final. 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.