Document Embed Module

How the Document Embed module works

PandaDoc is a popular document automation and electronic signature platform that allows businesses to create, send, track, and sign documents digitally.

PandaDoc offers embedding capabilities that enable users to integrate their documents directly into their websites or web applications.

This feature allows you to display PandaDoc documents seamlessly within your website, providing a streamlined and cohesive experience for your users.

Here's a general overview of how the embedded document feature could work on your Hubspot website:

1. Document Creation: Users create their documents within the PandaDoc platform, which offers a user-friendly editor with various templates and customization options. These documents can include contracts, proposals, agreements, and other types of business documents.

2. Sharing and Integration: Once the document is created, PandaDoc provides options for sharing and integration. Users can generate a unique embed code or URL for the document to be embedded on their website.

3. Website Integration: Website owners can then take the embed code provided by PandaDoc and add it to this module. This process allows the document to be displayed within a designated area on the website.

4. Document Display: When a visitor accesses the website page with the embedded PandaDoc document, the document is loaded and displayed directly on the web page. Visitors can view the document, scroll through its pages, and interact with any interactive elements such as checkboxes, form fields, or buttons.

5. Document Interactions: Depending on the document's settings and permissions, users may be able to interact with the document directly on the website. This could include filling out form fields, signing the document electronically, leaving comments or annotations, or initiating other actions as defined by the document creator.