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Embed PandaDoc
Embed PandaDoc

How to embed PandaDoc document in your Heybase Sales Room

Karan Shinde avatar
Written by Karan Shinde
Updated over a week ago

If you're using PandaDoc for your Contracts, Agreements, and e-signing process, you can embed your PandaDoc document within your salesroom created in Heybase!

Get Embed link of PandaDoc document:

  1. Open the PandaDoc document you wish to embed - Click on the "Send" button > Select the "Share via Link" option

  2. In Pop-up, Click on the "Generate link" button.

  3. Copy the link from the text box.

To Embed PandaDoc document, in your Sales Room:

  1. Open Heybase, and Go to Editor

  2. Find and Pick the "PandaDoc block" in the Left side panel, and Drag-and-Drop it to the Canvas of the desired section.

  3. Enter the copied link in the popup that appeared and click on the “Save” button

Now your document will be embedded in the Sales Room.

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