DOCUMENT EDITOR API
Embed PandaDoc’s document editor API so users can customize templates and finalize documents without switching tools. Reduce drop-offs and maintain your brand with a unified experience.
Every time users leave your product or rebuild documents manually, productivity is interrupted, deals slow down, and users drop off.
Users can leverage a built-in editor powered by PandaDoc API so documents get prepared without switching tools.
Editable templates let users customize pricing, terms, and fields inside your product without rebuilding from scratch.
Match your interface so the experience feels seamless and builds trust and confidence with every user.
Real-time webhooks show when edits are made and documents are ready, so your systems and teams can act fast.
Users can leverage a built-in editor powered by PandaDoc API so documents get prepared without switching tools.
From in-app editing and automated sending to securely storing signed files, here’s what our API can do for your business.
Integrate PandaDoc’s editor directly into your product. Token-based sessions let users make changes without separate PandaDoc accounts.
Users can easily edit content, adjust pricing, modify terms, and update conditional sections with an intuitive, drag-and-drop interface.
Upload PDFs or choose templates, place signature and form fields, then assign recipients and set signing order before sending.
Trigger document sending for e-signature once document prep is complete. Users never have to leave your product to deliver accurate, on-brand documents.
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.
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.
AeroNet embedded PandaDoc’s editor into their platform so reps could edit contracts with dynamic pricing and customer data without leaving their system. The result: contract creation time dropped by 80%, from 10–12 minutes down to 2.
5x
faster contract workflows
2 mins
to create a contract (from 10-12 mins)
Implementation & Security
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.
ESIGN, UETA, and eIDAS compliant. Every signed document includes an audit trail.
Access free sandbox, explore interactive docs, and grab working code examples.
Explore interactive documentation.
Download working code examples.
Follow implementation guides.
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.
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