Embedded template editor: A better way to build custom documents

We've all been there—creating documents in one platform, only to export and edit them in another.

It's a hassle. What should take just a few minutes turns into a much longer process.

Imagine creating and customizing document templates inside your platform without bouncing between tools or applications.

What is an embedded template, and how does it work?

Embedded template editing allows users to build and manage templates directly from your portal—no extra software, logins, or context switching.

It brings seamless functionality to your product, making it easier for users to get work done without leaving your app.

Before this update, our API only supported document generation, eSignature workflows, and status updating, not template creation via API.

See also

6 benefits of document workflow automation

You could use an existing template, customize a few aspects, and send it out for signature.

But what if you needed a new template?

You had to create it somewhere else—usually in Word or Google Docs—then upload it.

It wasn't ideal. Not for your users and not for the experience you're trying to deliver through your platform.

Embedded template editing changes that. It allows you to offer complete template creation natively within your product experience.

Using an iFrame, you can embed PandaDoc's editor directly into your app. With this update, users can create, edit, and save templates without needing a PandaDoc account.

Everything happens in one place, without additional tools or friction.

What you can do with embedded editing

• Build customizable templates: Let users create and edit templates using our intuitive drag-and-drop editor. Power template creation inside your platform—even for users who aren't PandaDoc customers.

• White-labeling: The embedded editor is branded for third-party use, so it feels like a seamless part of your product.

• Integrations: Connect the editor to your existing tools and workflows to make the experience more efficient.

Who is the embedded editor for?

• SaaS platforms: If your product serves HR, legal, sales, or ops teams, you can now offer embedded template creation as part of your platform's experience.

• Custom workflows: Ideal for platforms where end users want to bring their own "paper" and create templates tailored to their specific needs.

Why it matters

A few other tools support embedded sending but stop short of full template customization.

With our embedded editor, you can offer more flexibility, control, and a complete document experience—without asking users to leave your app.

Whether your users are building contracts, onboarding docs, or internal forms, this editor supports many use cases without the hassle of external document tools.

Create customized templates and documents with embedded editing.

If your team or customers are still switching between platforms to create, customize, and send documents, embedded template editing can help simplify your entire document creation process.

By embedding our drag-and-drop editor into your platform via iFrame, you can deliver powerful e-signature and template creation functionality—without users ever leaving your app.

Whether you're building out custom integrations, streamlining document management, or expanding your product's core capabilities, embedded editing makes it easier to do more in one place.

Want to learn more about how to embed PandaDoc into your app? Contact our team for a free, personalized demo.