[Editor 2.0] Inline comments
Availability: Essentials, Business, and Enterprise plans
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When multiple people work on a single document, things can get messy. But with PandaDoc’s new inline comments feature, you can explicitly communicate where you’d like to make changes and which parts of the document you have questions about.
At this early stage, only private comments are available — only members of your PandaDoc account can comment on a document. We’re in the midst of developing public inline comments you’ll be able to use to collaborate with your recipients.
At this moment, you can't comment on templates and Content Library items but you can use chat instead.
Differences between new inline comments and chat
Our new inline comments allow a team of people to work on a single document more efficiently. For example, you can highlight a piece of text or a block that should be revised, then comment on it.
Our chat feature remains a good way to communicate with your customers within the document, and also about the document. Rather than long, confusing email threads where information is lost in the blink of an eye, your communication stays all in one place.
Add a comment
Warning:
You can comment on a document in the Draft, Waiting for approval, Approved, or Rejected status only. Use chat to comment on documents in other statuses. However, you can edit, delete, resolve, re-open, and reply to comments on a document in any status.Highlight a piece of text, then click the comment button on the right side of the page. Type in your comment and click Comment.
To comment on the Pricing table, Table, Image, Video, or Table of contents block, simply click on the block and the comment button will appear on the right side of the page.
Here’s how email notifications for inline comments are sent:
- Once the first comment is added, the system will wait up to 2 minutes for the next comment. If no new comment follows within 2 minutes, an email notification is sent.
- If the next comment is added less than 2 minutes after the first one, the system will wait until one of the following events occur, then send an email notification containing all comments:
- If 2 minutes have passed after the last comment has been added
- If 20 comments have been added (even within 1 minute)
- If a total of 10 minutes has passed since the first comment was added
Edit a comment
Click on a comment, click the vertical ellipsis (three dots) in the top right corner, then select Edit. Make changes to your comment, then click Save to confirm your edits.
Note:
You can only edit your own comments.
Delete a comment
Click on a comment, click the vertical ellipsis (three dots) in the top right corner, then select Delete.
Note:
You can only delete your own comments.
Resolve a comment
Click on a comment, then click Resolve.
You can restore a resolved comment by clicking the vertical ellipsis (three dots) in the top right corner Resolved comments. In the Resolved comments list, click Re-open on any comment you’d like to bring back.
Commenting on locked content
Although you can’t highlight specific text to comment on in a locked content block, you can still comment on the entire block. Simply click on the block and the comment button will appear on the right side of the page.
