Context-switching kills momentum
Users can leverage a built-in editor powered by PandaDoc API so documents get prepared without switching tools.
Why in-app document editing matters
Every time users leave your product or rebuild documents manually, productivity is interrupted, deals slow down, and users drop off.
Manual prep drags out deals
Editable templates let users customize pricing, terms, and fields inside your product without rebuilding from scratch.
Different branding causes confusion
Match your interface so the experience feels seamless and builds trust and confidence with every user.
Lost visibility stalls deals
Real-time webhooks show when edits are made and documents are ready, so your systems and teams can act fast.
Context-switching kills momentum
Users can leverage a built-in editor powered by PandaDoc API so documents get prepared without switching tools.
Document capabilities ready to enhance your product
From in-app editing and automated sending to securely storing signed files, here’s what our API can do for your business.
Embed a versatile document editor
Integrate PandaDoc’s editor directly into your product. Token-based sessions let users make changes without separate PandaDoc accounts.
Customize templates and documents
Users can easily edit content, adjust pricing, modify terms, and update conditional sections with an intuitive, drag-and-drop interface.
Add fields and assign recipients
Upload PDFs or choose templates, place signature and form fields, then assign recipients and set signing order before sending.
Send documents via API
Trigger document sending for e-signature once document prep is complete. Users never have to leave your product to deliver accurate, on-brand documents.
Retrieve agreements automatically
Pull signed PDFs and audit trails via API, then route them directly to your CRM, database, or storage system for a reliable record of every agreement.
Works with your existing stack
Get more done with the tools you already use. Populate documents with CRM data, sync files to storage systems, and trigger actions across your stack.
PandaDoc API technical implementation
Implementation & Security
Secure, customizable embedding
Embed via iframe or JavaScript SDK with token-based authentication.
Eliminate the need for separate user logins with session tokens.
Customize branding and UI elements to match your product.
Disclaimer
ESIGN, UETA, and eIDAS compliant. Every signed document includes an audit trail.
Frequently asked questions
An iframe or SDK embeds PandaDoc’s editor directly in an application. A secure session token grants users access to edit documents in place.
No. Access is managed through secure, token-based sessions, so end users can edit without separate PandaDoc accounts.
Multiple users can be granted editing access to the same document through separate session tokens. However, the embedded editor supports sequential editing rather than simultaneous multi-cursor editing like Google Docs. Changes are saved when each user completes their session.
Yes. The embedded editor can be styled to align with the host product’s design for a seamless experience.
Both internal teams (such as sales reps) and external users (such as customers in a portal) can be given editing access through the API.
Yes. Every action is logged, and completed documents include a full audit trail. PandaDoc meets ESIGN, UETA, and eIDAS standards for e-sign compliance.
Yes. Webhooks can notify external systems when documents are updated or completed, enabling downstream workflows in CRMs or business apps.
Still have questions? Book a demo