CP-15309 - Track DocuSeal iframe usage in Pendo - #86
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What
Pendo now loads inside DocuSeal signing, template editor, and related pages, using the same user and account as the ATS parent page.
Why
DocuSeal launch needs in-app analytics and guides. Without the script in the iframe, Pendo could only see the ATS shell and missed everything users do in the embedded form.
How to test
1. Set PENDO_API_KEY to the same key as ATS (local .env, or staging/prod secrets cpdocuseal/{env}/env_variables, then redeploy).
2. Open an ATS DocuSeal task (sign or edit template).
3. In DevTools, select the iframe document and confirm window.pendo exists and visitor id matches the ATS user id.
4. bundle exec rspec spec/helpers/pendo_helper_spec.rb spec/requests/pendo_spec.rb
spaulsandhu
approved these changes
Aug 26, 2026
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What
Pendo now loads inside DocuSeal signing, template editor, and related pages, using the same user and account as the ATS parent page.
Why
DocuSeal launch needs in-app analytics and guides. Without the script in the iframe, Pendo could only see the ATS shell and missed everything users do in the embedded form.
How to test