Real-World Case Studies and Customer Success Stories with PandaDoc

PandaDoc helped Typeform SL's legal team cut errors by 37% and boost productivity by 63%. The team switched from a... rigid e-signature tool to PandaDoc for better customization and compliance. PandaDoc's integration with Salesforce streamlined contract workflows. The legal department now collaborates faster and manages contracts digitally. Real-time tracking improved document accuracy and reduced bottlenecks.
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PandaDoc helped Rootly cut proposal creation time by two hours per document. The software provider improved close rates by 16%... after switching from DocuSign. PandaDoc’s Salesforce integration enabled automatic proposal generation and faster contract finalization. Rootly’s sales team now spends less time on admin tasks and more on closing deals. The company also saw a 10% increase in average contract value.
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PandaDoc helped Plutora cut document errors by 85%. The sales team saw a 10% higher close rate. PandaDoc made document... workflows faster and easier. Salesforce integration gave leaders better reporting and one view of deals. Plutora now has more visibility and standardization across sales. The team spends less time on admin and more on closing deals.
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Luigi's Box used PandaDoc to automate proposal creation and e-signature workflows. By fully adopting PandaDoc features, they saved over 30... hours each month. The sales team improved their close rate by 5%. Integrating PandaDoc CPQ for HubSpot removed manual approval bottlenecks. Sales reps now create accurate, compliant proposals faster. This freed up time for more strategic work and boosted productivity.
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PandaDoc helped iOFFICE double its customer base year over year. The sales team used PandaDoc’s Salesforce integration to send personalized,... interactive proposals faster. They built a content library to quickly customize documents for each opportunity. This reduced errors and saved time. iOFFICE saw increased productivity and fewer mistakes in their contract process.
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Consensus used PandaDoc with HubSpot to speed up proposal creation. They cut proposal creation time by 50%. 84% of their... proposals are now viewed by prospects. The sales team can make branded, accurate proposals in minutes. This helped them close more deals and keep their brand strong. PandaDoc's content library made it easy to add case studies and use-cases to every proposal.
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PandaDoc helped Chili Piper increase close rates by 28%. The sales team now saves 12 hours per week on contract... work. PandaDoc integrated with Salesforce, making document workflows faster and more accurate. Account executives use e-signatures to close deals quickly. The Rev Ops team fixed contract bottlenecks and improved document tracking. PandaDoc made contract management easy for all teams at Chili Piper.
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ChannelEngine used PandaDoc with HubSpot and Zapier to automate its sales process. The time to create a contract dropped from... 15 minutes to just 1 minute, a 93% reduction. Automated data entry eliminated manual errors and improved data quality. Sales reps now spend more time with customers and less on paperwork. HR also uses PandaDoc for onboarding and compliance forms.
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PandaDoc helped Bonusly cut document creation time by 70%. The sales team now saves 3 hours per week per employee.... Five manual tasks were automated using PandaDoc. Integration with HubSpot and Xero made proposal creation fast and easy. Bonusly now sends three times as many contracts and proposals. The team is more engaged and focused on customer value.
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PandaDoc helped Autodesk streamline sales document workflows for over 300 users. The sales team replaced manual PDF email attachments with... integrated, trackable documents synced to Salesforce. PandaDoc’s intuitive interface and template library made adoption easy across departments. Autodesk now tracks sales effectiveness organization-wide and ties documents to revenue. Workflow approvals and CRM data entry are smoother, reducing errors and boosting compliance.
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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. Errors dropped and tracking became easier. Over 4,000 customers benefit from faster, more reliable document workflows. Admin tasks are down and alignment between teams is up.
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TerraSense upgraded from PandaDoc Essentials to the Business Plan. They automated HR document workflows and integrated PandaDoc with BambooHR. This... cut the time to create and send agreements by 90%. Custom templates and approval routing reduced errors and manual work. The team now spends more time on strategic tasks, not paperwork.
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Popmenu used PandaDoc to unify proposals, quotes, and payments in one process. Before, their sales team struggled with multiple tools... and manual errors. PandaDoc CPQ for Salesforce brought automation, guided selling, and real-time syncing. Sales reps now make fewer mistakes and spend less time on support questions. Popmenu quickly adapts workflows for new products and pricing, making sales more efficient.
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PandaDoc helped Chili Piper increase close rates by 28%. The sales team now saves 12 hours per week on document... tasks. PandaDoc integrated with Salesforce, making contract management faster and more accurate. Teams use templates, eSignatures, and payment features to speed up deals. The Rev Ops team fixed workflow bottlenecks and improved document tracking. PandaDoc made sales, finance, and leadership teams more efficient.
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Ceros used PandaDoc CPQ for HubSpot to automate contract generation. They cut contract renewal time by 85%. Manual steps and... errors dropped. Teams now build contracts directly from HubSpot data. Internal reviews are faster and more accurate. PandaDoc CPQ became a key tool for sales, legal, and HR workflows.
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PandaDoc helped Mercury ISS cut proposal creation time by 91%. The team saved over 10 hours each week by switching... from manual Word docs to PandaDoc templates. Mercury ISS saw a 50% increase in annual revenue after adopting PandaDoc. The company gained better visibility into document status and reduced human error. Deloitte recognized Mercury ISS as a Technology Fast 500 Asia Pacific company in 2019.
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PandaDoc helped INVERS GmbH save 20 minutes per proposal by automating contract creation. Before PandaDoc, teams manually edited and sent... documents, causing delays and errors. With standardized templates and HubSpot integration, INVERS now creates consistent, error-free contracts. Automated data entry reduced mistakes and improved collaboration. The sales cycle is faster, and teams focus more on customers, not paperwork.
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Grow used PandaDoc to cut proposal creation time from 30 minutes to just 5-10 minutes. The sales and customer success... teams automated document workflows and integrated with Salesforce. This reduced manual errors and improved document quality. Grow captured more revenue by automating contract changes and invoicing. Leadership gained better insight into the sales funnel and quota progress.
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ChannelEngine used PandaDoc with HubSpot and Zapier to automate sales proposals. They cut proposal creation time from 15 minutes to... just one minute, a 93% reduction. Automations also improved data accuracy by syncing customer input directly into HubSpot CRM. The sales team now spends less time on manual tasks and more on closing deals. ChannelEngine also expanded PandaDoc use to HR for compliance and onboarding.
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PandaDoc helped Vaimo increase sales productivity by 25%. Vaimo used to struggle with document standardization and version control across global... offices. Before PandaDoc, they used Apple Pages, EchoSign, and Dropbox, which was slow and inconsistent. With PandaDoc, Vaimo standardized proposals and contracts using reusable templates and content libraries. They now respond to proposals 30% faster and have better control over branding and document processes.
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PandaDoc helped Remofirst save 15 minutes on every sales proposal. Before, sales reps created contracts manually, losing valuable time and... making errors. With PandaDoc, they use standardized templates and automate approvals. This cut mistakes and made contract management easier. Now, each rep can send 4 to 5 contracts a day, saving at least an hour daily. The team also gets better data for pricing and discounts, helping them make smarter decisions.
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Luigi’s Box used PandaDoc to automate and streamline their sales proposal process. By fully adopting PandaDoc features like templates, smart... content, and CPQ integration with HubSpot, they saved over 30 hours each month. The team also saw a 5% increase in their close rate. Sales reps now create and send proposals faster, with less manual review. This lets them focus more on selling and strategic work.
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Lucca replaced its old document management tool with PandaDoc in April 2021. The company needed better user experience, document tracking,... and integration with its CRM. PandaDoc provided a modern interface, detailed document tracking, and easy integration with Zapier. About 80 salespeople now use PandaDoc daily. Lucca saw faster proposal creation, quicker electronic signatures, and improved document sharing. PandaDoc helped Lucca support its rapid growth and streamline document workflows.
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PandaDoc helped INVERS GmbH save 20 minutes on every contract proposal. Before, teams created and sent documents by hand, causing... errors and delays. With PandaDoc, INVERS uses templates and HubSpot integration to automate contracts. This change reduced mistakes and made documents consistent. The sales cycle is now faster, and teams work together better. INVERS spends less time on admin and more on customers.
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PandaDoc helped Crystal Ball cut proposal creation time by 60%. The sales team switched from Word and PowerPoint to PandaDoc... for contracts and proposals. This reduced errors and improved document quality. Admin staff no longer deal with handwritten notes. Managers now have better insight into deal progress. The sales team works faster and wins more business.
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Avantio cut proposal creation time from 30 minutes to just 10 seconds using PandaDoc. The team now spends 90% less... time on sales documents. Integration with Salesforce lets them track document status and automate reminders. Avantio doubled digital marketing revenue in one month after switching. PandaDoc templates and fixed fields reduced errors and improved customer experience.
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PandaDoc helped Remofirst save 15 minutes per proposal by automating contract creation. Sales reps now use standardized templates, which cut... down on errors and reduce legal review needs. Integration with HubSpot lets reps send contracts faster and track pricing trends. Leadership now has better visibility into pricing and discounts. Remofirst can send more contracts daily and make smarter sales decisions.
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PandaDoc helped Rose Paving improve their close rates by 10%. The sales and operations teams saw an 85% reduction in... time to create documents. Errors dropped by 85% after switching from Sage to PandaDoc. The integration with Dynamics 365 made contract management faster and easier. Customer support from PandaDoc was reliable and helpful.
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PandaDoc’s Enterprise plan helped River Pools Franchising LLC cut proposal creation time by up to 1. 5 hours per document....The company saw a 60% boost in overall efficiency. Advanced Reporting and CPQ features improved compliance, accuracy, and brand consistency across their franchise network. HubSpot integration enabled real-time, customized proposals. These changes led to faster sales cycles and better customer experiences.
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PandaDoc helped Ion Solar speed up contract revisions by 20%. Ion Solar struggled with Docusign’s pricing and complex Salesforce integration.... PandaDoc offered a user-friendly platform with seamless API and Salesforce integration. The switch allowed Ion Solar to scale document management as their team grew. Teams now collaborate better and sales velocity increased. PandaDoc’s features improved brand image and customer experience.
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PandaDoc helped Advanced Roofing Systems cut contract creation time from hours to under 30 minutes. The sales team now sends... contracts and gets them signed on the same day, instead of waiting days or weeks. PandaDoc’s templates, e-signature, and approval workflows made the process fast and easy. Document quality improved, and contracts are now readable and digital. The company gets revenue faster and schedules jobs more quickly. Dedicated support from PandaDoc was key to their success.
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PandaDoc helped Above Green move from slow, manual proposals to automated workflows. The company used PandaDoc templates and Salesforce integration... to speed up proposal creation. Above Green set up custom workflows and triggers using PandaDoc’s API. As a result, they more than quadrupled their sales pipeline and opportunity reach. The team now saves time and can handle more opportunities with ease.
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PandaDoc helped Ion Solar speed up contract reviews by 20%. Ion Solar switched from Docusign due to pricing and integration... issues. PandaDoc offered a user-friendly interface, seamless Salesforce integration, and a robust API. The setup took just 1.5 weeks, much faster than expected. All teams now use one platform, making work easier and faster. The improved workflow boosted sales performance and customer experience.
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PandaDoc helped PRQ Exteriors automate their document workflows, saving over 312 hours each year. The company integrated PandaDoc with HubSpot... to streamline contracts, proposals, and insurance claim documents. Five teams now use PandaDoc for everything from sales contracts to HR and M&A paperwork. This shift eliminated manual editing and tracking, supporting PRQ’s rapid growth and multi-state operations. The tech-first approach positioned PRQ Exteriors to pursue a $150 million revenue goal.
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Homebound Technologies uses PandaDoc API to manage over 30,000 documents each year. They needed a simple but powerful document platform... for their growing business. PandaDoc integrates with their custom software, supporting sales, accounting, and procurement teams. The accounting team now generates invoices and collects payments through PandaDoc, saving time with instant status updates. Homebound values PandaDoc’s support and training, making document management easy and efficient.
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PandaDoc API helped Saratoga Group fix lease formatting errors and speed up document creation. The team integrated PandaDoc in just... three weeks using the API sandbox. Managers and agents now generate leases by selecting a tenant and clicking submit. This new process saves time and reduces mistakes. Leases are now easier to read and sign for everyone involved.
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PandaDoc helped Newton Offices automate quotes and send them to customers across France. The platform improved their close rate by... 10% and boosted productivity by 63%. PandaDoc made contract management simple and reduced manual work. Collaborative workflows enabled real-time document editing and faster approvals. Security and compliance features ensured data protection for all legal documents.
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PandaDoc helped Gartland save 150 hours every month by streamlining document management with SMS verification. Gartland switched from a costly... eSignature tool to PandaDoc to manage complex real estate agreements and HR documents. The team uses PandaDoc templates, document analytics, and bulk send features to speed up workflows. SMS verification adds security for sensitive financial and HR documents. Staff now spend less time chasing signatures and more time serving clients.
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Colonies used PandaDoc API to automate their leasing process, replacing DocuSign. They reduced document processing time by 25% and now... process over 22,500 lease agreements annually across 7 countries. The API integration took just 2 weeks and enabled tenants to sign leases directly within Colonies' platform. All document generation and signing is now fully automated, with zero manual intervention. Custom templates ensure compliance for each country and property type, while sensitive tenant data is handled securely.
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PandaDoc API helped Saratoga Group speed up lease contract creation. The real estate company used to face errors and slowdowns... with DocuSign. With PandaDoc, agents now generate new leases by selecting tenant names and clicking send. The API's field tag feature lets them add signature and initial boxes easily. Saratoga finished integration in three weeks. Now, contracts have fewer errors and are easier to manage.
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PandaDoc helped Nomad cut proposal creation time by 91. 67%. Nomad also reduced customer acquisition costs by 20%. The team...used PandaDoc's API and HubSpot integration to automate proposal generation. Sales reps now finalize agreements directly from their CRM. PandaDoc payments let Nomad collect onboarding fees early, qualifying leads faster. These changes supported Nomad's national expansion and improved sales efficiency.
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PandaDoc helped Newton Offices automate document creation and proposal workflows. The company saw a 10% increase in close rate and... a 63% boost in productivity. PandaDoc made it easy to send automated quotes to clients across platforms in France. The platform reduced manual tasks and improved team collaboration. Security and compliance features gave peace of mind for handling sensitive documents.
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Colonies used PandaDoc’s API to automate its leasing process. The company reduced document processing time by 25%. Now, tenants can... complete the entire rental process in-app. PandaDoc’s integration lets Colonies generate dynamic, legally compliant contracts for each property and country. This automation saves hours, reduces errors, and improves tenant satisfaction.
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PandaDoc helped Werfen cut document creation time from one hour to just 5 minutes. Before, their sales and customer success... teams struggled with manual, inconsistent workflows using Excel and PDFs. PandaDoc brought consistency, branding, and easy document creation. The team now spends less time on admin and more time with customers. Werfen uses PandaDoc for quotes, proposals, and business reviews, improving both speed and customer experience.
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PandaDoc helped Interlace Health cut proposal creation time by 85%. The sales team switched from manual Word and PDF processes... to automated templates. PandaDoc's Salesforce integration enabled quick setup and seamless document management. The team now creates, sends, and tracks proposals in under 20 minutes. Standardized forms improved discovery calls and proposal consistency.
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PandaDoc helped Falck Ambulance cut their billing cycle time by 67%. The company used PandaDoc forms and automation to collect... patient and insurance information faster. Billing forms are now embedded on their website and sent via text, making it easy for patients to respond. Falck saved over $88,000 a year on envelopes compared to competitors. The new process is simple, fast, and helps Falck focus on emergency services.
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PandaDoc helped TheKey, a leading in-home care provider, save 3,000 hours per year by streamlining document management. TheKey replaced DocuSign... with PandaDoc, consolidating 60 templates and enabling instant legal updates. Ten departments now use PandaDoc to manage documents for over 8,000 caregivers and 1,500 employees. TheKey saw a tenfold increase in document efficiency. The user-friendly platform supports rapid growth and secure, centralized workflows.
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PandaDoc helped TheKey save 3,000 hours per year by streamlining document management. TheKey switched from DocuSign to PandaDoc to handle... contracts across 120 offices in 31 states. PandaDoc enabled instant legal language updates and consolidated 60+ templates. Ten departments now use PandaDoc to manage documents for over 8,000 caregivers and 1,500 employees. TheKey saw a tenfold increase in document efficiency and praised PandaDoc’s customer support.
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PandaDoc helped Pierre Roy & Associés, a Québec-based insolvency trustee, move to secure digital document management. They switched from Docusign... due to high costs and poor API integration. PandaDoc's API connected directly with their custom CRM, letting advisors send and track documents from one place. The SMS verification feature added a strong layer of security for every signed document. This ensured compliance with strict regulations and built client trust during their shift to paperless workflows.
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PandaDoc helped Benetrends Financial boost efficiency by 20% through seamless HubSpot integration. Sales consultants now generate and send agreements directly... from HubSpot, saving 8–12 hours per week per rep. Real-time document analytics improved visibility into client interactions. The sales team can now close deals faster and manage their own workflows. Client onboarding is smoother with combined engagement agreements and intake forms.
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PandaDoc helped Aprio Cloud save 40 hours a week by digitizing HR paperwork. The HR team used to handle hundreds... of hires monthly with manual, paper-based processes. With PandaDoc Forms, they now send, sign, and track onboarding documents electronically. This change improved onboarding speed and reduced errors. The team can now focus on other important HR tasks instead of paperwork.
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Kushki used PandaDoc to automate its HR contract process. Before, creating a contract took a full day and involved manual... steps and errors. With PandaDoc, Kushki built smart templates, integrated BambooHR, and set up automated notifications. Now, contracts are ready and sent in five minutes. Errors and manual work are almost gone. HR can focus on bigger projects, and other teams are adopting the same automation.
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PandaDoc Notary helped The Christensen Group save time and reduce expenses. The legal firm now uses remote online notarization, eliminating... the need for travel. All clients follow a controlled intake process, ensuring document consistency. PandaDoc templates and analytics make it easy to track and manage documents. The company now supports clients faster and more efficiently.
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Pilkington Law Firm used PandaDoc to fix slow, manual paperwork. They switched from Microsoft Word to PandaDoc for client agreements... and invoicing. With document automation and templates, they cut errors by 62%. Their document turnaround time improved by 5x. HubSpot integration let them manage documents faster and focus more on clients. The firm now spends less time on admin and more on legal work.
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LexHelper used PandaDoc to simplify their document process for contracts, forms, NDAs, proposals, and quotes. The company provides administrative support... to small independent attorneys. PandaDoc eliminated the need to print, scan, and return documents. LexHelper saw at least a 30% increase in close rate after implementing PandaDoc. Attorneys now spend more time in court and less on paperwork.
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PandaDoc helped Pierre Roy & Associés secure digital document workflows with SMS verification. The company switched from Docusign due to... high costs and limited API integration. PandaDoc's API connected easily to their custom CRM, letting advisors send and track documents without leaving their system. SMS identity checks ensure only verified recipients access sensitive files. This solution saves time, boosts compliance, and builds client trust.
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PandaDoc with HubSpot integration helped ResellerRatings cut document turnaround time by four days. The sales team saved over 50 hours... per person each month by automating proposal creation. Manual tasks and errors dropped as contract workflows became faster and more accurate. Customization features let ResellerRatings create interactive, branded contracts that customers enjoyed. The new process improved user experience and made signing documents easier.
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AeroNet Wireless Broadband used PandaDoc API to automate contract creation. They cut contract generation time by 80%. Sales reps now... create contracts in about two minutes instead of 10–12. PandaDoc's flexible API lets AeroNet pull customer data from their CRM. This saves hours each day for the sales team. The switch from SignNow to PandaDoc improved productivity and reduced manual work.
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PandaDoc helped Typeform SL's legal team cut errors by 37%. Productivity improved by 63%. Typeform SL switched from a leading... e-signature tool to PandaDoc for better document customization and flexible policies. The platform's CRM integration simplified legal workflows. Now, all contracts are created, signed, and tracked digitally, saving time and resources. Real-time tracking and automated contract management improved compliance and reduced bottlenecks.
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BoxCast used PandaDoc to improve its proposal and contract process. The team cut proposal creation time by 50%. They doubled... their proposal acceptance rate. BoxCast saw a 758% increase in proposal improvements. PandaDoc integrated with HubSpot and BoxCast’s admin interface. The sales team saved time and reduced errors.
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PandaDoc helped Partners of the Americas save 300 hours per year by streamlining document creation across 11 locations. The organization reduced... document creation time by 25%, with proposals now taking just seven minutes to prepare and send. Every department, including HR and contracts, uses PandaDoc for e-signatures and document management. The platform enabled same-day document completion and supported remote work during the pandemic. PandaDoc's features like content locking, templates, and bulk send improved efficiency for the non-profit.
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PandaDoc helped Big Brothers Big Sisters of Northwest Arkansas make volunteer applications easier. Before, people had to visit the office... and fill out paper forms. Now, applicants can complete forms online with secure eSignatures. The group saw more community involvement and a higher volunteer match rate. All documents are stored in one place and integrated with Salesforce. This improved security and made the process faster for 300-400 volunteers and youth each year.
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PandaDoc helped Food4Heroes serve over 150,000 meals to NHS frontline workers during the COVID-19 pandemic. Food4Heroes needed a fast way... to onboard volunteers and manage agreements as their operation grew to support over 30 hospitals. PandaDoc donated licenses, enabling easy creation and signing of volunteer, catering, and hospital agreements. The new workflow sped up document handling and supported rapid expansion. Food4Heroes plans to reach 250,000 meals served by June 2020 with PandaDoc's help.
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Stackla used PandaDoc to replace both DocuSign and TinderBox for sales proposals. The sales team now creates and customizes documents... faster, cutting proposal creation time in half. PandaDoc templates help ensure every proposal matches brand guidelines. Sales reps use the content library to personalize documents for each client. Tracking tools let Stackla follow deal progress with document analytics. PandaDoc’s customer service is always available and helpful.
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PandaDoc helped Directive Consulting cut their proposal review cycle by 82%. The time to create tailored proposals dropped from weeks... to just 24 hours. Sales reps now spend less time on paperwork and more time selling. PandaDoc templates and smart content blocks made proposal creation faster and more accurate. Clients are happier with quicker onboarding and fewer errors. The solution improved team collaboration and accountability.
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PandaDoc helped BrandStar cut proposal creation time by 60%. The company struggled with multiple platforms and inconsistent processes after several... acquisitions. PandaDoc streamlined proposal workflows and improved brand consistency across all verticals. Integration with HubSpot enabled one-click document generation and automated data entry. PandaDoc Payments sped up customer payments, while Document Analytics gave insights into prospect engagement. BrandStar now serves customers faster and supports rapid growth.
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PandaDoc helped UptimeHealth cut their sales cycle by up to two weeks. The company automated proposal creation using PandaDoc’s HubSpot... integration and customizable templates. This reduced manual work and errors, making proposals faster and more consistent. UptimeHealth saw a 20% improvement in close rates. The sales team now spends less time on approvals and more time closing deals.
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PandaDoc helped Titan Protection cut document creation time by 85%. The team saw a 10% increase in close rates after... switching from Microsoft Word to PandaDoc. Error rates dropped by 62%. PandaDoc's integration with HubSpot made workflows faster and easier. The onboarding process was smooth, and technical support was strong. Titan Protection now manages contracts and proposals digitally, meeting legal standards with dependable eSignature fields.
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PandaDoc helped Rakuten Super Logistics fix slow, error-prone document workflows. The sales team used PandaDoc with Microsoft Dynamics to send... proposals fast, even while on calls. Customers now sign documents online, instead of printing and scanning. Other teams use PandaDoc for hiring and warehouse visitor paperwork. This made work faster and improved the customer experience.
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Pixelhaus used PandaDoc to send proposals, quotes, and contracts. They saw a 50% increase in sales conversions in just a... few months. PandaDoc helped them respond faster to quotation requests. The team could also track client activity easily. Pixelhaus now works more efficiently with PandaDoc and HubSpot integration.
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PandaDoc helped OpMentors cut proposal creation time by 90%. The consulting firm used PandaDoc with Salesforce to speed up document... workflows. Sales cycles dropped by 27%. Revenue increased by 24%. PandaDoc templates and analytics made quoting faster and more accurate. OpMentors now sends complex proposals in minutes, not hours.
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PandaDoc helped Kiss Print Solutions speed up proposal creation and reduce errors. The company saw an 85% productivity boost and... an 85% drop in mistakes. Their close rate increased by 20%. PandaDoc’s integration with HubSpot made tracking and managing sales documents easier. Analytics and templates helped the sales team work faster and more accurately.
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PandaDoc helped HRC Total Solutions cut proposal creation time by 80%. The company switched from Docusign to PandaDoc to support... their growing operations. PandaDoc enabled every employee to have a license, removing bottlenecks. HRC Total Solutions saved $13,000 a year and improved close rates by 10%. The team now creates, sends, and signs documents in one day using PandaDoc.
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PandaDoc helped Efficient (formerly CyberBytes) streamline document workflows for their consulting business. Alex Bass used PandaDoc’s eSignature and quoting tools... to simplify proposal and contract creation. The software made it easy to send professional documents and itemized estimates in minutes. This improved client trust and helped Efficient offer better services to their customers. PandaDoc’s features also helped repair business relationships and boost sales confidence.
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PandaDoc helped Digital Remit cut document creation time by 90%. The team used to spend the first hour of each... course on paperwork. Now, they send digital enrollment packages before each session. This change gave them 30% more time for teaching. PandaDoc integrates with EventBrite, Highrise CRM, and Slack to automate and track documents. Digital Remit can now focus more on education and less on paperwork.
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PandaDoc helped Avantio cut proposal creation time from 30 minutes to just 10 seconds. The team saw a 90% reduction... in time spent on sales documents. Digital marketing sales doubled in one month after switching from Docusign. PandaDoc templates and Salesforce integration streamlined workflows and improved customer communication. Avantio now sends more accurate, professional proposals and closes more business.
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40Nuggets used PandaDoc to fix their messy document process. Before, they mixed Google Docs and email templates, which caused frustration... and disorganization. With PandaDoc, they now send proposals and quotes more easily. The new workflow helps them filter out users who would not finish onboarding. This saves time for their sales team and improves lead conversion.
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Consensus used PandaDoc with HubSpot to fix slow, inconsistent proposal creation. Before, their sales team struggled with bottlenecks and lost... context for buyers. With PandaDoc, they cut proposal creation time by 50%. Now, 84% of proposals are viewed by prospects. The sales team sends branded, accurate proposals faster and closes more deals. PandaDoc helps Consensus keep their brand strong and improve win rates.
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PandaDoc helped West Point Technologies replace their old e-signature vendor. The company needed better API integration, lower pricing, and more... control over branding and tracking. PandaDoc’s API was easy for their developers to embed in their insurance platform. Clients now sign documents in-platform, with no more manual admin work. West Point gained a true software partner and can focus on building insurance software.
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Viva used PandaDoc to automate order forms, signatures, and payment tracking. Before PandaDoc, signing order forms took up to 24... hours. Now, the process takes just 40 minutes. The team uses PandaDoc for sales, recruiting, and vendor agreements. Integrations with HubSpot and Stripe help track payments and sync documents. PandaDoc helped Viva scale customer onboarding and reduce manual admin work.
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Poll Everywhere used PandaDoc to automate and streamline their contract renewals. Before PandaDoc, they managed renewals manually, leading to delays... and errors. With PandaDoc, they integrated contract workflows with Salesforce and QuickBooks, reducing overdue contracts by 50%. Renewal processing time dropped from 90 days to 30–60 days. Teams now spend less time on follow-ups and more time serving customers.
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PandaDoc Business helped Alliance 2020 save 10–15 minutes per contract. The company upgraded to automate workflows and connect contract processes... across departments. Teams now use PandaDoc for sales, government contracts, and airport programs. The HubSpot integration made contract management faster and easier. Automation and templates let reps send 4–5 contracts a day much quicker than before.
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