DealHub provides multiple ways to manage contract edits, such as Playbook Questions with pre-approved clause substitutions and our native Online Redlining experience. However, some customers still rely on Microsoft Word for redlining and want to manage changes using Track Changes.
That’s where our Offline Revisions workflow shines.
We recommend having the seller or selling-side legal team download the DOCX contract from the DealRoom and share it with the buyer over email. The buyer can then redline the document in the familiar Word environment. After both parties reach agreement, the seller simply uploads the revised DOCX file back into the DealRoom.
For best results:
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Disable buyer permissions to download or upload revision files, keeping version control with the seller.
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Pair this workflow with Signing State controls to maintain structure and prevent premature signing.
If you need help setting this up, your Customer Success Manager is ready to assist.