Case Study: TPD achieves 75% faster onboarding and $3,700/month savings with HubSpot (PandaDoc integration)

TPD Cuts Client Onboarding Time by 75% by Using HubSpot CRM and PandaDoc Integration

TPD is a global HR and workforce solutions company that manages large volumes of client and hiring documents across North America. After rebranding and shifting to virtual service delivery, their manual paper-based onboarding—printing, signing, scanning, filing—created delays, errors, and inconsistent document management, driving the need for a centralized, automated solution.

By integrating PandaDoc with the HubSpot CRM, TPD automated document creation, delivery, eSign, and storage with auto-populated CRM data, reducing tools and human error. The results: a 75% faster onboarding time (from 1 hour to 15 minutes), saving 188 hours and about $3,700 per month, a 44% reduction in software license spend, and a 50% reduction in days outstanding through Stripe “Pay Now,” delivering clear ROI and improved operational consistency.

TPD

Kelsey Boyd

Director of Business Systems & Processes