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Communication is an essential part of the document workflow. In PandaDoc, you can easily add private messages, mention your team members and notify the client in public messages.
Private messages and tagging colleagues
You can post private messages on a document in any status. Click on the chat icon in the top right to access chat.
On a draft document or a template, you can post private messages only. On a document in any other status, you can switch between public and private messages: click in the message section and change the message mode to private or public.
Private messages have a light yellow background and can only be visible to your team members. Mention colleagues by using “@” and typing their name or email address.
When you mention a team member, they will receive a notification email. No notification is sent when a private message is posted without tagging anybody.
You can post public messages on any document that is not in the Draft status. Click on the chat icon in the top right to access it.
To switch between private and public messages, click in the message section and change the message mode to private or public.
Public messages have a white background and are visible to both team members and recipients.
When you post a public message, document participants will receive a notification email. It’s an excellent way to notify the client or remind them to sign the document.