Shorten your time-to-close with a streamlined and transparent contract negotiation process.
Watch our short video guide:
Open a template/document, in the top right corner, click the “...” > View Workflow, next to “In external review” toggle on the functionality. And that’s it! Now you can send the document.
Note:before sending the document, we recommend exporting it to .docx to make sure the formatting looks good. Click the "..." > Export to .docx.
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.
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 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.