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:
| Editing | Sending | Signing | |
|---|---|---|---|
| What’s embedded | Full editor | Field placement on top of a PDF | A document |
| Primary user, Sales Platform embed | Revenue Ops | Sales Rep | Client (Buyer) |
| Primary user, HR platform embed | HR Ops | Recruiter | Candidate/Employee |
| What can user do? | Create and edit Templates and Documents right on our client’s platform using embedded editor | Upload a PDF and put the fields on it using simplified embedded editor. Send it for eSignature | Sign a document |
| Fields to customize | All fields and blocks, signers - full experience | Drag 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.
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"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"
}Updated 4 days ago
