Native PandaDoc Redlining
Ability to redline a document without leaving pandadoc.
Contract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
Brooks Canavesi commented
This should be the #1 item on the backlog. Contractual documents need to be redlined all the time, seems like core functionality.
Ideally it works like Google Docs "suggestions"
Eunice Leong commented
The conversion messes up the formatting and it results in a bad user experience.
Dov Rosenberg commented
Having to copy into word and send a poorly formatted version to customer for the redlining process before moving it back into a document for signature undermines the whole customer experience with using PandaDoc.
Dana Billingsley commented
After redline version is upload and finalized, still having the option to change dates if necessary from one month to the next month if not signed instead of being locked out and having to download Word doc and editing and creating PDF.
Luis Villa commented
I'm not sure if this is quite what you mean, but it would save me *vast* amounts of time if it was easy to see in a redline (or other format) what changes someone had made to our template. Here's our current workflow, which is incredibly dumb:
1. Sales creates a contract from the template
2. Sales makes modifications to the template (limited by our controls, but still some options)
3. I have to review those modifications
Step #3 is roughly 100x more work than it needs to be, because I can't trivially see what changes were made in Step #2. Most of the time the answer is "none", but because there is no redline, I have to check word-by-word. Which sucks.
Miklos Campuzano commented
So important, I don't want to have to deal with word for contract negotiations. I definitely want to have copies of every change made and who made it so there are no people saying one thing having done another. This is pivotal feature and should be in the basic package of Pandadoc or be an addition to one account not all. Not everyone at our office is an attorney or handling this complex of a contract.
Lee Fuhr commented
Oh man, this is my top request in this whole feedback list.
Natallia Skarabahatava commented
I'm looking into the ability to do in-app redlining through PandaDoc
Ability to enable redlining for internal work on a document, as of now redlining is available for docs that are sent out
I would really love this!
AdminTate Davis (Admin, PandaDoc) commented
Add functionality to better track changes and show versioning differences for contracts