Redlining

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

Availability: Business* and Enterprise plan

* This feature is available as a paid add-on in our Business plan.

Enable Redlining

Open a document or a template, click the Manage button on top of the page and switch on the toggle for Suggest edits > in the pop-up window select Use Microsoft Word > Apply.

That's it! Now you can send the document.

Alternatively, you can click on 3 ellipses at the top right corner > Workflow > toggle on Suggest edits. 

After you click on Send 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 the feature or change the type of 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, 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. 

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.

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.

Track suggest edits

You can easily check documents in Suggest edits status under the Waiting for others tab in Home.

On the Dashboard/Workspace activity, you will find the document under Suggest edits tile.

All revisions uploaded back into PandaDoc are stored for easy download. To check revisions, you need to open your document > click on 3 ellipses > External review history.