[Classic Editor] Embed a template into your website
Note:
PandaDoc's Classic editor is being retired and will be unavailable starting December 1st, 2021. If you are currently using this as your main editor, our team is working to migrate you over to our enhanced Editor 2.0. Please visit our FAQ or contact upgrade@pandadoc.com to get upgraded.Use this option, if you want to embed a PandaDoc template into your website or your app and capture information/signatures from your customers.
Plan availability: Business, Enterprise + a volume package for an additional fee
Please go to the “Add-on Store” found on the bottom left of your account to enable this feature (Only account owner can enable a feature in the Add-on store).
Requirements:
- This feature works for uploaded templates only
- The template for embedding must have one Role and you cannot use more than one Role
- Each required field must be assigned to the Role.
When your client completes the template, they will have the option to download it.
Create a new template via upload or open an existing one. Click New Template > Upload, upload your file.
Add a role if you don't have one and assign all fields to the Role:
Warning:
you cannot use the “Upload” field for template embedding.
Access the Embed option
Click Embed on the right and you will see the embed code for this template. Click on “Copy Embed Code” and now you can paste this into your website.
You can also copy the link to the template and send it to your client. They will be able to fill out the fields and complete the document.
If you ever need to disable the embed option for this template, click on the red button “Disable Embedding”.
Once the document has been completed, your customer will have the option to download the completed file to a PDF version and the completed document will be generated in your PandaDoc account. The template author will always be CCed on the document.