Embedded Use Cases Comparison

Whitelable templates and documents creation, or documents signing process.

Embedding is placing an interactive PandaDoc frame into your website or app. Try editing and signing without an account: Embedded Editing/Signing Playground.

Here's a breakdown of the embedding use cases so you can choose the one that suits your needs:

EditingSendingSigning
What’s embeddedFull editorField placement on top of a PDFA document
Primary user, Sales Platform embedRevenue OpsSales RepClient (Buyer)
Primary user, HR platform embedHR OpsRecruiterCandidate/Employee
What can user do?Create and edit Templates and Documents right on our client’s platform using embedded editorUpload a PDF and put the fields on it using simplified embedded editor. Send it for eSignatureSign a document
Fields to customizeAll fields and blocks, signers - full experienceDrag and drop signature, date, text fields, drop-downs, radio buttons etc.None
License required?No*No*No

*The end user doesn't need a license, but your organization has to be PandaDoc client to implement the Embedding.

{
  "backgroundColor": "#248567",
  "emoji": "",
  "id": "6644aa53dc83e60058e15656",
  "link": "https://developers.pandadoc.com/v1/recipes/supercharge-your-app-with-our-pandadoc-embedded-editor",
  "slug": "supercharge-your-app-with-our-pandadoc-embedded-editor",
  "title": "Supercharge your app with our PandaDoc Embedded Editor"
}