Inline comments

Availability: Essentials, Business, and Enterprise plans

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 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 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 private comment

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

Add a public comment

To add a public comment for document recipients, highlight a piece of text, then click the comment button on the right side of the page. Select Public in the dropdown at the bottom left, then type in your comment and select Comment.

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

Here's how the comment looks like on the recipient's end:

Edit a comment

Click on a comment (private or public), 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.

Delete a comment

Click on a comment, click the vertical ellipsis (three dots) in the top right corner, then select Delete.

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.