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Computer Software Case Studies and Customer Success Stories with PandaDoc
Consensus
- Computer Software
- Medium
Lehi, USA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
PandaDoc Business Plan helped TerraSense cut agreement creation time by 90%. The team moved from manual HR workflows to automated,... integrated processes. Custom templates and BambooHR integration reduced errors and saved time. Approval routing made document reviews faster and more consistent. TerraSense now spends less time on admin and more on strategic HR work.
PandaDoc CPQ helped Ceros cut contract generation time by 85%. The team used to spend hours on manual renewals and... document reviews. With PandaDoc CPQ for HubSpot, they automated workflows and reduced errors. Now, contracts are created in 20 minutes instead of two hours. Internal reviews are faster and more accurate, and quoting is easier for every department.
PandaDoc CPQ for HubSpot helped Turf Tank save 10-15 minutes per contract. The sales and customer success teams now use... one automated system for quotes and contracts. This improved visibility and reduced admin work. Errors dropped and teams work better together. Turf Tank now tracks documents easily and spends less time on manual tasks.
PandaDoc CPQ helped Popmenu streamline their sales process by uniting proposals, quotes, and payments in one platform. Popmenu replaced a... mix of Salesforce, DocuSign, and third-party CPQ tools with PandaDoc, gaining automation, accuracy, and real-time Salesforce integration. The new system reduced manual errors, automated approvals, and made quoting faster. Sales reps now have fewer support questions and can adapt quickly to new products or pricing changes. Popmenu's sales team spends less time on admin and more time selling.
PandaDoc helped Chili Piper increase close rates by 28%. The team now saves 12 hours per week on sales documents.... PandaDoc integrates with Salesforce, making contract management faster and easier. Account Executives close deals faster with e-signatures. The solution improved workflows for sales, finance, and Rev Ops teams. Chili Piper switched from PayPal to PandaDoc for proposals and invoicing.
PandaDoc with HubSpot integration helped Consensus cut proposal creation time by over 50%. The sales team now creates branded, consistent... proposals directly in HubSpot. Proposal view rates jumped to 84%. Consensus improved close rates and accelerated deal cycles. PandaDoc's content library and template features made proposal workflows faster and more reliable.
PandaDoc helped Consensus cut proposal creation time by over 50%. The sales team now creates accurate, branded offers directly in... HubSpot. 84% of proposals are viewed by potential clients. Consensus doubled its deal closing speed and improved its win rate. The process is now faster, more consistent, and supports brand growth.
PandaDoc helped Autodesk streamline sales document workflows for over 300 new users. The integration with Salesforce improved document tracking, reporting,... and sales validation. Autodesk eliminated manual errors and made workflows faster and more organized. Teams now create and share branded content easily, boosting sales team consistency. PandaDoc's intuitive interface and API support made onboarding and compliance simple for thousands of employees.
PandaDoc helped Vaimo, a global eCommerce solutions provider, boost sales productivity by 25%. Vaimo cut response times to quotes by... 30% after switching from manual document processes to PandaDoc. The company now uses standardized templates and analytics to track customer engagement. PandaDoc improved document consistency, branding, and control across Vaimo's international teams. Vaimo also created a content database for faster customer responses.
PandaDoc helped ChannelEngine cut contract creation time by 93%. They used PandaDoc with HubSpot CRM and Zapier to automate sales... and partner processes. Contract generation dropped from 15 minutes to just one minute. This automation reduced errors and kept customer data up to date. HR also uses PandaDoc for compliance and onboarding forms.
PandaDoc CPQ helped Ceros cut contract generation time by 85%. The team automated renewals, reviews, and document creation, all inside... HubSpot. Manual errors dropped as deal data flowed directly into order forms. Internal approvals moved to Slack, speeding up feedback. PandaDoc CPQ became a key tool for sales, legal, and HR workflows.
PandaDoc helped Datanyze boost their average contract value by 15%. The sales team now saves one hour per week per... employee. PandaDoc made proposal signing faster and easier for Datanyze customers. The company saw a 10% increase in close rates. Datanyze uses PandaDoc with Salesforce to create custom proposals and track analytics. The new process replaced slow, manual PDF workflows.
PandaDoc helped Vitally speed up their sales process by integrating with HubSpot. Before PandaDoc, Vitally struggled with manual document creation... and errors. The new workflow lets sales reps build and track documents directly in HubSpot. Templates ensure brand consistency and reduce mistakes. Vitally now addresses customer needs faster and keeps processes consistent across teams.
Consensus used PandaDoc with HubSpot to cut proposal creation time by 50%. Their sales team now creates branded proposals faster... and more accurately. 84% of proposals are viewed by prospects, showing higher engagement. The new process improved close rates and reduced bottlenecks. PandaDoc's content library helps add case studies and use-cases to every proposal.
PandaDoc helped Autodesk track sales effectiveness across its global sales team. The company needed a tool to streamline communication, integrate... with Salesforce, and improve document tracking. PandaDoc provided seamless Salesforce integration, real-time collaboration, and a user-friendly editor. Autodesk eliminated repetitive steps, improved CRM hygiene, and made workflow approvals smoother. The sales team now creates, tracks, and manages documents faster, boosting consistency and organization.
Vaimo
- Information Technology And Services
- Medium
Stockholm, Sweden
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.
Remofirst
- Information Technology And Services
- Small
San Francisco, USA
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.
Luigi’s Box
- Information Technology And Services
- Small
Bratislava, Slovakia
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.
Lucca
- Information Technology And Services
- Medium
Paris, France
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.
INVERS GmbH
- Information Technology And Services
- Medium
Siegen, Germany
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.
Crystal Ball
- Information Technology And Services
- Small
Manchester, UK
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.
Avantio
- Information Technology And Services
- Medium
Valencia, Spain
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.
Remofirst
- Information Technology And Services
- Small
San Francisco, USA
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.
Chili Piper
- Information Technology And Services
- Medium
PandaDoc helped Chili Piper increase its deal close rate by 28%. The team now saves almost 12 hours each week... on document creation and sharing. Chili Piper integrated PandaDoc with Salesforce for faster contract management. The solution improved workflows for sales, finance, and operations. Electronic signatures and payment features made closing deals easier. PandaDoc fixed document workflow issues across the company.
INVERS GmbH
- Information Technology And Services
- Medium
PandaDoc helped INVERS GmbH save 20 minutes per quote by automating document creation. Before, teams made contracts and agreements manually,... causing delays and errors. With PandaDoc and HubSpot integration, INVERS uses templates and pulls customer data automatically. This reduced mistakes and made documents consistent. The sales cycle is now faster and teams work better together.
Avantio
- Information Technology And Services
- Medium
PandaDoc helped Avantio send quotes in just 10 seconds, down from 30 minutes with Docusign. Avantio used PandaDoc's document templates... and Salesforce integration to speed up sales and reduce manual work. The team cut document creation time by 90%. Avantio doubled its digital marketing sales in one month. Customer experience and communication improved with automated workflows and fewer errors.
JumpCrew
- Information Technology And Services
- Medium
Nashville, USA
PandaDoc helped JumpCrew cut their average contract create-to-send time to just 3 minutes. Before PandaDoc, JumpCrew struggled with unreliable document... tools, frequent outages, and slow workflows. PandaDoc’s Salesforce integration let reps generate contracts quickly and track recipient engagement. The team now customizes documents for four business units and uses analytics to spot buying signals. PandaDoc also improved HR and marketing document processes, making updates and e-signatures easy.
Impact Networking
- Information Technology And Services
- Medium
PandaDoc helped Impact Networking streamline HR processes and reduce manual paperwork. The HR team used PandaDoc to send over 1,800... documents in just three months, including offer letters and contract changes. The platform made it easy to track, sign, and store documents, saving time and improving efficiency. Other departments like sales and finance also adopted PandaDoc for digital document management. Impact Networking now spends less time on admin work and more on building employee programs.
Quadient
- Information Technology And Services
- Large
Bagneux, France
PandaDoc helped Quadient quickly scale remote sales operations during COVID-19. Quadient deployed 250 PandaDoc seats in 48 hours, enabling seamless... contract management and digital signatures. Sales teams achieved a 65% document view rate and a 62% completion rate in late March 2020. PandaDoc’s analytics and mobile app gave sales reps real-time insights, boosting confidence and close rates. The integration with Salesforce streamlined workflows and improved customer experiences.
PandaDoc helped Viva cut order form turnaround from 24 hours to just 40 minutes. The team automated contracts, eSignatures, and... payment collection using PandaDoc templates and Stripe integration. HubSpot and Zapier integrations keep documents and payments organized. Viva scaled onboarding and sales without extra admin hires. The platform made document workflows fast, easy, and reliable for their growing team.
PandaDoc helped Poll Everywhere speed up renewals by 33–66%. The team replaced manual contract work with automated workflows. Salesforce and... QuickBooks integrations cut busywork and errors. Overdue contracts dropped by 50%. Sales, finance, and compliance teams now manage agreements faster and more securely.
PandaDoc Business plan helped Alliance 2020 save 10–15 minutes per contract. The team upgraded from the Essentials plan to automate... workflows and connect contract processes across departments. HubSpot integration made contract management faster and easier. Multiple teams now use PandaDoc, not just sales. Automation and templates let reps send contracts much faster than before.
Digital Remit
- Professional Training & Coaching
- Small
PandaDoc helped Digital Remit cut document creation time by 90%. The team now spends 30% more time teaching in each... course. Before PandaDoc, staff printed and filled out paperwork during class, losing an hour per session. Now, Digital Remit automates enrollment documents using PandaDoc, Highrise CRM, and EventBrite. This digital workflow lets them track forms and get instant Slack notifications. The process boosts value for course participants and gives Digital Remit an edge over agencies still using paper.
Poll Everywhere
- Professional Services, Software
- Medium
PandaDoc helped Poll Everywhere cut renewal times by up to 66%. The company replaced manual contract work with automated document... workflows. Integration with Salesforce and QuickBooks made contract management easy. Overdue contracts dropped by 50%. Teams now spend less time on follow-ups and more time serving customers. PandaDoc is now core to Poll Everywhere's business operations.
PandaDoc Business plan helped Alliance 2020 save 10–15 minutes per contract. The company upgraded from PandaDoc Essentials to automate workflows... and connect contract processes across teams. HubSpot integration made contract management faster and easier. Multiple departments now use PandaDoc for contracts, including government and airport programs. The team sends out contracts much faster, supporting smarter decisions and growth.
PandaDoc helped Viva cut order form turnaround from 24 hours to just 40 minutes. Viva used PandaDoc to automate contracts,... eSignatures, and onboarding payments. The team integrated PandaDoc with HubSpot and Stripe for seamless CRM syncing and payment collection. Templates and workflows made document management fast and easy. Viva scaled customer acquisition without extra admin hires.
PandaDoc app for HubSpot helped Belkins cut time spent on agreements by 90%. The sales team now closes 25% more... deals and has a 15% shorter sales cycle. Belkins used to spend hours preparing MSAs, but now it takes minutes. The integration with HubSpot made document management easy and fast. This improved sales operations and client relationships.
PandaDoc helped Verified First save over 250 hours per week by streamlining their sales document workflow. The sales team now... sends quotes and contracts faster, cutting down sales cycle times. Verified First saw a 17% increase in close rate and saves $5,000 per month in software costs. The marketing team can now organize and share content easily with sales. PandaDoc’s integration with Salesforce improved efficiency and document management.
PandaDoc helped Revenue River boost closed-won revenue by 223%. The agency replaced HelloSign and Word with PandaDoc for proposals and... contracts. They used templates and a content library to add videos, images, and case studies to documents. Sales reps gained real-time visibility into document status. Revenue River also saw a 45% increase in deals closed and a 56% increase in deals created.
PandaDoc helped SproutLoud cut document creation time by 50%. The team now saves 13 hours per day managing 15,000 contracts... each year. SproutLoud replaced EchoSign, MS Office, and Zendesk with PandaDoc for contract automation. PandaDoc's integration with Zendesk enabled seamless workflows and reusable contract templates. The sales team now handles contracts, approvals, and eSignatures all within Zendesk.
Construction Case Studies and Customer Success Stories with PandaDoc
Ion Solar
- Construction
- Medium
Provo, USA
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.
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.
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.
PandaDoc and HubSpot integration helped PRQ Exteriors save over 312 hours each year by automating document workflows. The company replaced... manual, inconsistent paperwork with a single, tech-driven solution. Five teams now use PandaDoc for contracts, insurance claims, HR, and M&A documents. This change supported PRQ's growth from $8M to $80M and set a clear path to $150M revenue. PRQ Exteriors gained a strong competitive edge in the construction industry by making documents a tech-first operation.
PandaDoc API helps Homebound Technologies manage over 30,000 documents each year. Homebound needed a simple but powerful document platform for... fast growth. They integrated PandaDoc with their own software for sales, accounting, and procurement. The accounting team uses PandaDoc for invoices and payments with Stripe. Homebound saves time and gets real-time document status. PandaDoc support and training help their teams work better.
PandaDoc and HubSpot integration helped PRQ Exteriors save over 312 hours each year by automating document workflows. The company replaced... manual, inconsistent paperwork with a single, tech-driven solution. Five teams now use PandaDoc for contracts, insurance claims, HR, and M&A documents. This streamlined process supports rapid scaling and multi-state compliance. PRQ Exteriors is now ready for further growth and acquisitions with a tech-first approach.
PandaDoc API helps Homebound send over 30,000 documents each year. Homebound needed a simple but powerful document platform for high-volume... automation. By integrating PandaDoc with their own software, they automated contracts, invoices, and payments for sales, accounting, and procurement. The accounting team saves time with instant document status and fewer follow-up emails. PandaDoc's support and learning tools help Homebound keep improving their workflow.
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. This eliminated manual paperwork and improved consistency across sales, account management, and HR. The automation supported PRQ’s rapid growth from $8M to $80M and prepared them for mergers and acquisitions. PRQ Exteriors now has a clear path to reach their $150M revenue goal with tech-driven operations.
Real Estate Case Studies and Customer Success Stories with PandaDoc
Saratoga Group
- Real Estate
- Medium
Knoxville, USA
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.
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.
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.
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.
PandaDoc helped Nomad cut proposal creation time by 91. 67% and reduce customer acquisition costs by 20%. Nomad used PandaDoc's...API and HubSpot integration to automate contracts and manage data efficiently. The sales team now creates contracts directly in HubSpot, saving hours of manual work. PandaDoc payments enabled Nomad to collect over $50,000 in the first month and qualify leads faster. The solution improved sales workflows and freed resources for business growth.
PandaDoc helped Nomad cut proposal creation time by 91. 67% and reduce customer acquisition costs by 20%. Nomad integrated PandaDoc...with their HubSpot CRM and customer portal, automating agreement generation and payment collection. Sales reps now finalize deals faster and focus on qualified leads. In the first month, Nomad collected over $50,000 in onboarding fees using PandaDoc payments. The streamlined workflow supports Nomad’s national expansion and core mission.
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.
West Point Technologies
- Financial Services, Insurance
- Medium
PandaDoc helped West Point Technologies gain full API control, better pricing, and strong support. The company switched from a legacy... e-signature vendor to PandaDoc for seamless API integration and improved document tracking. Manual admin work for customers stopped, and branding became easy to manage. West Point now feels valued and supported, letting them focus on building insurance software. PandaDoc's API and Forms improved their contract and proposal workflows.
Pierre Roy & Associés
- Financial Services
- Medium
PandaDoc helped Pierre Roy & Associés add a new layer of security to their document workflows. The company switched from... Docusign due to high costs and limited API integration. PandaDoc's API connected directly to their custom CRM, letting advisors send documents with one click. SMS verification added strong identity checks for sensitive financial documents. The new system saved time, improved compliance, and made document management easier and safer.
West Point Technologies
- Financial Services, Insurance
- Medium
PandaDoc API gave West Point Technologies full control over e-signature workflows. The company switched from a legacy vendor to get... better API integration, transparent pricing, and strong support. They embedded PandaDoc into their insurance software, letting clients sign documents easily. Manual admin work stopped, and tracking and branding improved. West Point now feels valued and supported, focusing on building insurance software.
Hospitality Case Studies and Customer Success Stories with PandaDoc
Push Operations
- Hospitality
- Medium
Vancouver, Canada
Push Operations used PandaDoc to automate customer onboarding and document workflows. They cut data entry time by over 50 hours... per week. The team scaled from 5 to 40 users without disruption. PandaDoc enabled faster onboarding and improved customer experience. The company now aims to eliminate 10 hours per week, per person spent on manual data entry. PandaDoc’s integration with Salesforce and AI tools helped streamline their process.
PandaDoc helped Push Operations cut data entry time by over 50 hours per week. The company automated onboarding and document... workflows, reducing manual work and speeding up customer go-live. Push Operations scaled from 5 to 40 PandaDoc users without disruption. The team eliminated bottlenecks in form filling and improved customer experience. PandaDoc's integration with Salesforce and AI-first automation supported rapid business growth.
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 PandaDoc users without disruption. The team eliminated bottlenecks in form filling and improved customer experience. PandaDoc's platform supported their growth and delivered strong efficiency gains.
Human Resources Case Studies and Customer Success Stories with PandaDoc
TPD (The Personnel Department)
- Human Resources
- Medium
Vancouver, Canada
PandaDoc helped TPD cut employee onboarding time by 75%. TPD saved $3,700 and 188 hours per month by automating HR... paperwork. Integrating PandaDoc with HubSpot CRM reduced errors and improved document consistency. The 'Pay Now' feature cut outstanding invoice days by 50%. TPD also reduced software costs by 44%. PandaDoc enabled TPD to onboard over 300 people in under two weeks during a crisis.
PandaDoc and HubSpot CRM helped TPD cut onboarding time by 75%. TPD saved $3,700 and 188 hours per month on... admin work. The integration reduced errors and improved branding. Direct payment through PandaDoc halved outstanding days and boosted cash flow. TPD also cut 44% of costs on unnecessary licenses and tools.
TPD (The Personnel Department)
- Human Resources
- Medium
PandaDoc, integrated with HubSpot, helped TPD cut client onboarding time by 75%. TPD saved $3,700 and 188 hours per month... by automating document workflows. The Pay Now feature improved cash flow, reducing days outstanding by 50%. TPD also saw a 44% decrease in spend on unnecessary licenses and tools. The solution centralized document storage, reduced errors, and improved branding consistency across offices.
Automotive Case Studies and Customer Success Stories with PandaDoc
HAAS Alert
- Automotive
- Small
Chicago, USA
PandaDoc CPQ for HubSpot helped HAAS Alert save 120 hours each month. The sales team now uses guided quoting directly... in HubSpot. This automation reduced errors and cut document completion time by 66%. Finance no longer spends hours fixing proposal issues. Sales reps can focus on closing deals, not paperwork. The integration improved accuracy and made the sales process faster.
PandaDoc CPQ for HubSpot helped HAAS Alert save 120 hours each month. The sales team now uses guided quoting inside... HubSpot, automating pricing and reducing errors. This solution cut document completion time by 66%. Finance no longer spends hours fixing proposal issues. The integration improved sales efficiency and customer experience.
PandaDoc CPQ for HubSpot helped HAAS Alert save 120 hours each month by automating proposal and quoting processes. The company needed... a solution for complex pricing and multi-option agreements. PandaDoc CPQ integrated with HubSpot, letting sales reps use guided quoting and automated pricing rules. This reduced manual approvals and errors. HAAS Alert saw a 66% decrease in time to complete documents.
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.
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.
Les TaxisVerts
- Transportation/Trucking/Railroad
- Medium
Brussels, Belgium
PandaDoc helped Les TaxisVerts double the number of new client accounts in just a few weeks. Before PandaDoc, the team... used manual PDF contracts, which slowed down the sales process. With PandaDoc and HubSpot integration, the account opening process became faster and easier for both staff and clients. The sales team now benefits from automated reminders and shared planning. The improved workflow boosted conversion rates and enhanced the company's reputation for responsiveness.
Shopopop
- Transportation/Trucking/Railroad
- Medium
Nantes, France
PandaDoc helped Shopopop cut proposal creation and sending time by one third. Shopopop, a French delivery startup, faced manual data... entry issues between HubSpot and Yousign. Switching to PandaDoc enabled seamless integration with HubSpot and automated document workflows. The sales team now spends less time on paperwork and more on closing deals. Automated reminders and document tracking improved efficiency for 20 sales reps. Shopopop plans to expand using PandaDoc’s automation features.
Internet Case Studies and Customer Success Stories with PandaDoc
Typeform SL
- Internet
- Medium
Barcelona, Spain
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.
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.
Legal Services Case Studies and Customer Success Stories with PandaDoc
Pierre Roy & Associés
- Legal Services
- Medium
Quebec, Canada
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.
One Tree Planted
- Non Profit Organization Management
- Small
PandaDoc helped One Tree Planted cut agreement creation time by 92%. The non-profit now saves 160 hours per agreement using... eSignature and document automation. PandaDoc templates and DocX Converter let them send NDAs and partner agreements fast. The team eliminated paper, ink, and manual tracking. Now, they sign and store documents digitally, supporting their mission to save trees and streamline global projects.
PandaDoc helped Blueface cut admin time for their sales team by 30%. Before PandaDoc, proposals took 3–5 days to sign.... Now, most are signed in 4 hours. Blueface saw a 12% increase in closed deals and 21% more revenue. The sales team spends less than a quarter of their time on proposals. Integration with Zendesk Sell made the process fast and easy.
Education Case Studies and Customer Success Stories with PandaDoc
Digital Remit
- Education
- Small
Oxford, UK
PandaDoc helped Digital Remit cut proposal creation time by 90%. The education company now spends 30% more time teaching in... each program. Before PandaDoc, staff lost an hour per course to paperwork. Now, digital forms are sent before classes, saving time and improving student experience. Integrations with EventBrite, Highrise CRM, and Slack streamline workflows and notifications.
Insurance Case Studies and Customer Success Stories with PandaDoc
La Familia Auto Insurance
- Insurance
- Medium
Dallas, USA
PandaDoc helped La Familia Auto Insurance move from paper-based HR processes to digital workflows. The company used PandaDoc’s API to... prompt new employees to complete HR documents and to send policy updates to all staff. Reporting features let the CIO track document activity across 50+ locations. The HR team improved remote onboarding and now stores documents securely and electronically. This switch saved time and made HR documentation easier to manage.
PandaDoc helped 2X, a marketing as a service company, speed up hiring and sales processes. The team used eSignatures and... digital documents to simplify onboarding for new hires and clients. This led to higher customer satisfaction and increased sales. 2X now spends more time on campaign execution and less on paperwork. Interactive documents let customers choose services and guide campaign assets. PandaDoc supports 2X's fast growth and quality work.
Manufacturing Case Studies and Customer Success Stories with PandaDoc
Invaco
- Manufacturing
- Small
PandaDoc helped Invaco double its close rate in just two months. Invaco, a manufacturer of armored vehicles, struggled with a... slow, confusing quoting process. By using PandaDoc for proposals and integrating it with Zendesk CRM, Invaco automated document workflows and improved quote clarity. The team now sends over 15 documents per week, saving time and boosting sales efficiency. Invaco credits PandaDoc for faster deals, better cash flow, and a smoother customer experience.
Other Industry Case Studies and Success Stories with PandaDoc
Consensus
- Software
- Small
USA
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.
West Point Technologies
- Financial Services, Insurance
- Small
Pinellas Park, USA
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.
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.
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.
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.
PandaDoc Business Plan helped TerraSense cut agreement creation time by 90%. The team used custom-branded templates and BambooHR integration to... automate HR documents. Approval routing made internal reviews faster and more reliable. API integration sent finalized docs to BambooHR with no manual steps. TerraSense now spends less time on admin and more on strategic HR work.
PandaDoc CPQ for HubSpot helped Turf Tank save 10-15 minutes per contract. The sales and customer success teams now use... one automated system for quotes and contracts. This improved visibility and reduced admin work. Errors dropped and tracking became easier. The process is now faster and more efficient for everyone involved.
PandaDoc CPQ for Salesforce helped Popmenu fix a slow, error-prone sales process. They replaced DocuSign and other tools with PandaDoc... to create quotes, proposals, and payments in one place. Popmenu set up quoting rules, automated approvals, and guided selling playbooks. This reduced manual errors and support questions. Now, Popmenu's sales team works faster and spends less time on admin tasks.
PandaDoc helped Feathr cut contract generation time from 30 minutes to 5 minutes. The sales team now processes about 40... contracts per week. Feathr used PandaDoc's Salesforce integration and templates for contract customization. This led to a 140% increase in revenue in 2020 compared to 2019. PandaDoc also improved sales process visibility and enabled flexible pricing and product edits.
PandaDoc helped BoxCast double their proposal acceptance rate and cut proposal creation time by 50%. The sales team now creates... nearly twice as many proposals using PandaDoc's document automation and HubSpot integration. BoxCast also saw a 758% increase in upgrades from proposals. PandaDoc's API lets customer success managers and customers generate contracts and upgrade proposals quickly. The solution improved efficiency and reduced errors in BoxCast's sales workflow.
