Real-World Case Studies and Customer Success Stories with PandaDoc

PandaDoc helped Viva automate order forms, signatures, and payment tracking. Before PandaDoc, getting an order form signed took up to... 24 hours. Now, it takes just 40 minutes. Viva uses PandaDoc for contracts, eSignatures, proposals, and vendor agreements. The team uses templates and Stripe integration to collect payments in one step. This made onboarding and closing deals much faster.
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PandaDoc helped Poll Everywhere automate and streamline their contract renewal process. Before PandaDoc, the team managed renewals manually, leading to... errors and wasted time. With PandaDoc, they integrated contract workflows, automated invoicing, and improved compliance. The renewal process is now 30-60% faster. Employees find the system easy to use and it fits well with their existing tools.
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PandaDoc Business plan helped Alliance 2020 automate contract workflows. Before, they used the Essentials plan but still did many steps... by hand. Upgrading to the Business plan let them connect contracts across departments and use HubSpot integration. The sales team and others now use PandaDoc daily. They save 10-15 minutes per contract. Automation features made work faster and easier.
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PandaDoc helped Nomad cut proposal creation time by 91. 67%. Nomad used PandaDoc's API and HubSpot integration to automate proposals...and agreements. Sales reps now finalize deals faster and collect payments earlier. Nomad reduced customer acquisition costs by 20%. The solution improved efficiency for their property management platform.
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PandaDoc CPQ for HubSpot helped HubDo cut quoting time by 75%. HubDo replaced a manual, spreadsheet-based system with one dynamic... template. The new process reduced errors and made quoting faster. Sales reps no longer need to manage 40 templates. The solution improved accuracy and deal speed. HubDo now delivers quotes with less effort and more confidence.
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PandaDoc helped LiteZilla increase average contract value by 30%. LiteZilla struggled with complex and limited document solutions before switching. PandaDoc's... easy editor and robust features let them build custom proposals fast. Sales velocity rose by 150%. Close rates improved by 20%. PandaDoc saved LiteZilla time and helped their small business grow.
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PandaDoc helped Wizehire cut contract creation time from 1 hour to just 5 minutes. Wizehire struggled with Docusign due to... clunky workflows and poor support. PandaDoc's automation and Salesforce integration made contract management easy. Wizehire now sends 25% more documents each month. They get signatures 46 times faster than before. Time spent creating documents dropped by 95%.
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PandaDoc CPQ for HubSpot helped HAAS Alert automate their sales quoting process. The company needed a tool to handle complex... pricing and multi-option agreements. With PandaDoc CPQ, sales reps use guided quoting and automated pricing inside HubSpot CRM. This solution saves the finance team 120 hours each month and cuts document completion time by 66%. HAAS Alert now avoids manual errors and speeds up their sales workflow.
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PandaDoc API helps Homebound Technologies send over 30,000 documents each year. Homebound needed more than just e-signatures—they wanted automation and... deep integration with their own software. PandaDoc enabled multiple teams, including sales, accounting, and procurement, to automate contracts and payments. The accounting team saves time with instant document status and payment collection through Stripe. Homebound values PandaDoc’s support and training, making document management simple and efficient.
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PandaDoc helped Push Operations cut data entry time by over 50 hours per week. The company automated onboarding documents, reducing... manual work and speeding up customer go-live. Push Operations scaled from 5 to 40 users without disruption. The team eliminated bottlenecks in form filling and improved customer experience. PandaDoc's integration with Salesforce and AI-first automation made onboarding fast and easy.
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PandaDoc helped West Point Technologies gain full API control, better pricing, and strong support. The company switched from their old... e-signature vendor to PandaDoc for seamless API integration and easy document management. Manual admin work for customers stopped, and tracking and branding improved. West Point now feels supported and can focus on building their insurance software platform.
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PandaDoc CPQ for HubSpot helped Turf Tank save 10-15 minutes per contract. The sales and customer success teams now use... one system for quotes and contracts. Automation reduced manual work and improved visibility. The process is more efficient and errors are minimized. Turf Tank improved alignment between teams and reduced admin tasks.
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PandaDoc helped TerraSense automate HR processes. TerraSense upgraded from the Essentials to the Business plan. They integrated PandaDoc with BambooHR... to sync employee data. This cut manual work and reduced errors. TerraSense saw a 90% reduction in time to create and send agreements. Custom templates and automation made HR tasks faster and more consistent.
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PandaDoc helped Remofirst automate contract generation and integrate with HubSpot. Before PandaDoc, reps spent 10-15 minutes manually creating each contract,... leading to errors and lost time. With PandaDoc, reps now save 15 minutes per proposal using standardized templates. The approval process is automated, and reporting gives clear insights into pricing and discounts. Remofirst now sends 4-5 contracts a day per rep, saving at least an hour per person daily and reducing mistakes.
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PandaDoc helped Popmenu create a smarter CPQ process. Popmenu replaced a mix of tools with PandaDoc to manage proposals, quotes,... and payments in one place. The sales team now uses PandaDoc CPQ for Salesforce to set quoting rules, automate approvals, and prevent pricing errors. This change reduced manual work and mistakes. Popmenu also benefits from guided selling and easy quote customization.
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PandaDoc helped KarmaCheck save over 20 hours each week by streamlining contract and compliance workflows. Before PandaDoc, KarmaCheck used multiple... e-signature tools, which caused manual work and compliance headaches. PandaDoc let them consolidate tools, automate approvals, and simplify compliance. Now contracts get signed faster and meeting regulatory requirements is easy. Every team at KarmaCheck has a reliable process for contracts and compliance.
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PandaDoc CPQ helped Ceros improve its contract generation process. Ceros used to spend a lot of time making renewal contracts... by hand. The team had to check line items and fix mistakes. With PandaDoc CPQ for HubSpot, Ceros saved 85% of the time spent on renewals, reviews, and document creation. The new system let them make contracts right from HubSpot. This made work faster and cut down on errors.
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PandaDoc helped TheKey, a leading in-home care provider, fix document management problems. TheKey grew from 14 to 120 offices and... struggled with too many templates and high costs using DocuSign. PandaDoc let them rebuild templates and make legal changes fast. TheKey now manages documents for over 8,000 caregivers and 1,500 staff. They save 3,000 hours every year and work more efficiently.
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PandaDoc helped Consensus improve their sales proposal process. The sales team used PandaDoc’s HubSpot integration to create and send proposals.... This cut proposal creation time by over 50%. The close rate improved. 84% of proposals were viewed by prospects. The new process reduced bottlenecks and made proposals more consistent.
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PandaDoc helped Chili Piper fix slow sales processes. The company needed a better way to manage contracts and documents as... it grew. PandaDoc integrated with Salesforce, letting the team create, send, and track documents fast. Chili Piper saved 12 hours per week and 15 minutes per contract. Close rates went up by 28%. The sales team became more responsive and clients were happier.
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PandaDoc helped Autodesk improve sales effectiveness across its global organization. Autodesk needed a tool to streamline sales communication and integrate... with Salesforce. Their old process had duplicate tasks, data gaps, and bottlenecks. PandaDoc provided a solution that centralized sales documents, enabled better tracking, and supported company-wide adoption. This led to more efficient sales processes and improved visibility for Autodesk's teams.
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