Getting started
Supercharge your app with PandaDoc
Overview
There are two different ways to supercharge your app with PandaDoc:
- General End Users: This method is for end users who can be either inside or outside of your PandaDoc organization.
- Internal End Users: This method is specifically for end users who are part of your PandaDoc organization.
General End Users
There are several different ways to embed PandaDoc into an application or website. Forms, templates, documents and signing session can be embedded, each offering distinct functionalities. For starters, a simple embed code can be copied and used directly from your PandaDoc workspace into a webpage.
Full-featured editor embedded into your platform
Embed PandaDoc to allow your customers to edit and customize templates and documents right inside your platform
without the friction of additional login. Allows your users to upload documents, place fields on top and send documents without leaving your platform.
Delivering your customers the power of self-service.
Collect information and electronic signatures from employees, suppliers, prospects, and job applicants. A signer fills out the embedded form then a new document is generated upon completion. This is how unlimited signers are able to fill and complete the same type of document. No coding necessary, use the code snippet to add the form to your website.
eSign documents right on your website.
Integrate eSignature capabilities to your platform, enabling customers to sign proposals, quotes, contracts and more directly on your platform.
Embed Method Comparison
| Editor | Form | Document (Signing Session) | |
|---|---|---|---|
| Recommended Use: | Edit PandaDoc template/document. | Sign a automatically created Document that is filled by data from a Form. | Sign a Document. |
| Setup: | PandaDoc API + pandadoc-editor library. | Copy and paste a code snippet. | PandaDoc API + (optional) code snippet. |
| Difficulty: | Programming knowledge required. | Basic HTML knowledge required. | General API + Basic HTML knowledges required. |
| Method: | Create a token via API. Then use pandadoc-editor to open PandaDoc Editor. | Embedding a form uses an easy copy and paste code snippet. This can be found via the Get code button when editing a form. | Start with an API request to generate a signing session id for every recipient. Just open this link or use iframe to embed . |
| PDF Template: | Yes | Yes | Yes |
| Blocks (along with Quote Builder, Pricing table & Smart Content): | Yes* | Yes | Yes |
| Fields: | Yes | Yes | Yes |
| PandaDoc Template: | Yes | Yes | Yes |
| Variables (Tokens): | Yes | Yes | Yes |
| Extendable: | Yes | Yes** | Yes. |
| Highlights: | - Highly customizible. - Real-time template/document generation via API. | - Easier setup. - Complete unlimited documents without additional setup. | - Easy setup. - Real-time document generation via API. |
| Get Started: | Embed a Template | Create and publish forms guides. | API Reference: Embed a Document |
*May not be available for all accounts
**Accept pre-filled recipient data, metadata, fields and variables viaURL\ parameters.
Internal End Users
Using pandadoc.js JavaScript-based Software Developer Kit to integrate.
- DocList : List PandaDoc Documents.
- DocEditor: Edit PandaDoc Documents in a page element or as a modal.
List all account documents or filter the list view to a specific list of documents with document metadata.
Edit a new or existing PandaDoc document from a page element or modal window. Merge data from your application directly into the document editor.
Updated 2 days ago