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SaaS Sales Demo Scheduler - Documenso Embedding Example

🔗 Live Demo

Documenso Embedding Features Demonstrated

EmbedDirectTemplate Component

This example shows how to embed direct template signing without backend document generation.

Pattern: Direct template token → Frontend embeds signing interface → Document created on completion

Key Features

  • Direct Template Embedding: No API calls needed - instant signing
  • Pre-filled Recipient Data: Pass name and email to the component
  • Field Locking: Lock email/name fields with lockEmail, lockName
  • External ID Tracking: Associate documents with your app via externalId
  • Field-Level Events: Track onFieldSigned, onFieldUnsigned

Code Example

import { EmbedDirectTemplate } from "@documenso/embed-react";

<EmbedDirectTemplate
  token={process.env.NEXT_PUBLIC_DOCUMENSO_TEMPLATE_TOKEN}
  name="John Doe"
  email="john@example.com"
  lockEmail={true}
  externalId="demo-12345"
  onDocumentCompleted={(data) => {
    console.log("Document created:", data.documentId);
  }}
  onFieldSigned={() => console.log("Field signed")}
/>

Direct Templates vs. Signing Tokens

Direct Templates (this example):

  • No backend required
  • Document created upon completion
  • Template token exposed client-side
  • Perfect for public/semi-public signing flows

Signing Tokens (see gym example):

  • Backend controls document creation
  • API key never exposed
  • More control over document lifecycle

Resources