Implement a contract redlining round-trip workflow: export a PandaDoc document to DOCX, apply tracked changes externally, and re-import the redlined version
After a PandaDoc document reaches a draft or sent state, call GET /documents/{documentId}/download?watermark=false&separateFiles=false with an appropriate format parameter to download the document as a DOCX file
Open the DOCX file using a document manipulation library (such as python-docx or an OOXML SDK) and programmatically insert revision markup using the OOXML tracked changes (w:ins, w:del) elements to represent proposed changes
Deliver the redlined DOCX to the counterparty via a separate channel (email, shared drive), receive their counter-redline, and parse the accepted/rejected tracked changes from the returned DOCX
Upload the finalized clean DOCX (with all tracked changes accepted) to PandaDoc via POST /documents with the content as a file upload, recreating the recipient list and signature field positions
Send the re-imported document for execution and verify that the final signed PDF reflects the negotiated terms by comparing clause text between the downloaded signed PDF and the agreed DOCX
Known gotchas
PandaDoc's DOCX export does not preserve interactive field widgets or signature tab metadata; when re-importing a redlined DOCX, all signature and form field positions must be re-specified via the API or manually placed in the PandaDoc UI — they cannot be carried over from the original document
OOXML tracked changes interoperability is imperfect across editors (Word, Google Docs, LibreOffice); a redlined DOCX authored by one editor may render differently or have revision markup stripped by another, making the round-trip lossy in mixed-editor environments
PandaDoc does not natively version-control document iterations; each redline round creates a new document record, making it the caller's responsibility to maintain a version chain linking original, redlined, and final document IDs
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