PandaDoc B2B Case Studies & Customer Successes

PandaDoc logo

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business. PandaDoc integrates with your CRM, saves your team time, and provides transparency into your sales performance. PandaDoc empowers businesses and individuals to lead paperless, productive work lives. Pandadoc helps you build beautiful, effective, and modern documents so that you can keep your clients (and yourself) happy.

Case Studies

Showing 136 PandaDoc Customer Success Stories

search button

2X increases customer satisfaction and sales with PandaDoc

2X logo

3by400 achieves 15% higher close rate and halves contract generation time with PandaDoc

3by400 logo

40Nuggets achieves streamlined proposals and reduced onboarding waste with PandaDoc

40Nuggets logo

A Healthy Balance, Inc. achieves time savings and increased client capacity with PandaDoc

A Healthy Balance, Inc. logo

Above Green achieves 4x sales pipeline growth and streamlined, scalable proposals with PandaDoc

Above Green logo

How Acucraft Fireplaces improved close rates by 10%

Acucraft logo

How Advanced Roofing Systems uses PandaDoc to create contracts in <30 minutes

Advanced Roofing Systems logo

AeroNet cut contract generation time by 80% by embedding Pandadoc API

AeroNet Wireless logo

Agency Revolution achieves 800% productivity gains and 30-second contract closes with PandaDoc

Agency Revolution logo

How Alliance 2020 leveled up with a PandaDoc Business plan

Alliance 2020 logo

AMBS Call Center achieves 99% reduction in document creation time with PandaDoc

Ambs Call Center logo

American Meetings, Inc. achieves 3-day-to-30-minute document turnaround with PandaDoc

American Meetings, Inc. logo

Anchor Films achieves faster document creation and reliable contract tracking with PandaDoc

Anchor Films logo

How Anchorage School District improves productivity

Anchorage School District logo

Aprio Cloud saved 40 hours a week utilizing PandaDoc Forms

Aprio Cloud logo

Arinex achieves 32% higher close rate, 10% larger deals and 25% faster proposal creation with PandaDoc

Arinex logo

Autodesk achieves streamlined, scalable sales processes and document-to-revenue tracking with PandaDoc

Autodesk logo

Avantio sends proposals in 10 seconds and boosts sales with PandaDoc

Avantio logo

Avelient achieves faster deal closes and actionable sales insights with PandaDoc

Avelient logo

Avella (national specialty pharmacy) achieves 85% close rate and sub‑48‑hour approvals with PandaDoc

Avella logo

AxisCare achieves 60% faster document generation and 50% shorter sales cycle with PandaDoc

AxisCare logo

Beanstalk Web Solutions achieves 5–10 minute proposal turnaround with PandaDoc

Beanstalk Web Solutions logo

Belkins boosts productivity with PandaDoc

Belkins logo

How Benetrends Financial boosted efficiency by 20% with PandaDoc’s HubSpot integration

Benetrends Financial logo

Big Brothers Big Sisters of Northwest Arkansas simplifies its volunteer application process with PandaDoc

Big Brothers Big Sisters logo

Blue Raven Solar achieves thousands in annual savings and streamlined HR workflows with PandaDoc

Blue Raven Solar logo

Blueface achieves faster deal cycles and higher close rates with PandaDoc

Blueface logo

Bonusly achieves 70% faster proposal creation and saves 3 hours per week per employee with PandaDoc

Bonusly logo

BoxCast achieves 758% increase in upgrades from proposals with PandaDoc

BoxCast logo

BrandStar reduced proposal development time by 60% by using PandaDoc

BrandStar logo

Carr Workplaces achieves 15% faster time-to-close and $100K annual software savings with PandaDoc

Carr Workplaces logo

CaseWare achieves faster proposals and automated CRM workflows with PandaDoc

CaseWare logo

Catalyst Group achieves 50% more proposals and cuts proposal time by 85% with PandaDoc

Catalyst Group logo

How Ceros saved time and scaled smarter with PandaDoc CPQ

Ceros logo

Channel Engine reduced proposal creation time by 93%

ChannelEngine logo

Chili Piper achieves 28% higher close rates and streamlined contract workflows with PandaDoc

Chili Piper logo

Cloudbakers achieves faster deal closures and modernized document workflows with PandaDoc

Cloudbakers logo

Coding Campus achieves faster, fully digitized document signing and major time savings with PandaDoc

Coding Campus logo

Colonies automates their leasing process with PandaDoc API

Colonies logo

Concord School District achieves paperless, streamlined contract signing with PandaDoc

Concord School District logo

Consensus improved their close rates and cut proposal creation time in half

Consensus logo

Cross-Sell adds speed and ease to their operations with PandaDoc Proposal processes

Cross-Sell logo

Crosscard achieves 10× faster contract generation, shorter review cycles, and automated CRM sync with PandaDoc

Crosscard logo

Crystal Ball cuts proposal creation time 60% and reduces contract errors with PandaDoc

Crystal Ball logo

CyberBytes Inc. achieves scalable quoting and faster proposals with PandaDoc

CyberBytes Inc. logo

Datanyze achieves 15% higher average contract value and saves 1 hour/week per employee with PandaDoc

Datanyze logo

Digital Brew achieves 20% higher close rates and saves 10 hours/week per employee with PandaDoc

Digital Brew logo

Digital Remit achieves 90% faster document creation and 30% more teaching time with PandaDoc

Digital Remit logo

Directive cuts proposal review cycle by 82%

Directive logo

Falck Ambulance shortens their billing cycle by six months

Falck logo

How Fastest Labs saves 80 hours per month with PandaDoc

Fastest Labs logo

Feathr cuts contract generation time and reduces sales cycle

Feathr logo

Food4Heroes achieves 150,000+ NHS meals served and streamlined volunteer onboarding with PandaDoc

Food4Heroes logo

FoxTales achieves faster quote turnaround and higher average selling price with PandaDoc

FoxTales logo

Gartland saves 150 hours every month with PandaDoc SMS verification

Gartland logo

Good Work achieves 30% higher close rates and 80% faster proposal creation with PandaDoc

Good Work logo

Grow achieves 75% faster document turnaround with PandaDoc

Grow logo

HAAS Alert saves 120 hours a month with PandaDoc CPQ for HubSpot

HAAS Alert logo

HPC achieves a 20% increase in close rate and cuts proposal time from hours to minutes with PandaDoc

HPC logo

HRC Total Solutions cut spend by 65% by switching from Docusign

HRC Total Solutions logo

How HubDo transformed a complex quoting process with PandaDoc CPQ for HubSpot

HubDo logo

Impact Networking achieves streamlined HR processes and increased productivity with PandaDoc

Impact Networking logo

Inkit achieves a 75% shorter sales cycle and $5,000/month legal-fee savings with PandaDoc

Inkit logo

InSync Healthcare Solutions achieves 5 hours/week per rep time savings and 100% eSignature completion with PandaDoc

InSync Healthcare Solutions logo

Interlace Health achieves an 85% reduction in proposal creation time with PandaDoc

Interlace Health logo

Invaco doubles close rate in 2 months with PandaDoc

Invaco logo

INVERS GmbH Saves 20 minutes per proposal

INVERS logo

iOFFICE More than Doubles Customers Year over Year with PandaDoc

iOffice + SpaceIQ by Eptura logo

How Ion Solar achieved 20% faster proposal revisions by switching from Docusign

Ion Solar logo

ISEBOX achieves dramatic time savings and streamlined document workflows with PandaDoc

ISEBOX logo

Jonas Club Software achieves 32 hours/week time savings and a 23% higher close rate with PandaDoc

Jonas Club Software logo

JumpCrew achieves 3-minute contract creation and streamlined Salesforce workflows with PandaDoc

JumpCrew logo

KarmaCheck took the headache out of contracts and compliance with PandaDoc

KarmaCheck logo

KickFire achieves a 45% shorter sales cycle and saves 8 hours per week with PandaDoc

KickFire logo

Kiss Print Solutions boosts close rates by 20%

Kiss Print Solutions logo

Knocking - Customer Case Study

Knocking logo

La Familia Auto Insurance achieves centralized document visibility and faster employee onboarding with PandaDoc

La Familia Auto Insurance logo

LexHelper achieves a 30% increase in close rate and simplified document workflow with PandaDoc

LexHelper logo

LiteZilla increased average contract value by 30% with PandaDoc

LiteZilla logo

Luigi’s Box saves 30 hours a month with PandaDoc features

Luigi's Box logo

Marketron Broadcast Solutions achieves 20–30% higher close rates with PandaDoc

Marketron Broadcast Solutions logo

Mercury Information Security Services achieves 91% faster proposal creation and 50% annual revenue growth with PandaDoc

Mercury Information Security Services logo

Mohave Community College achieves paperless HR and saves 15 hours/week with PandaDoc

Mohave Community College logo

How PandaDoc has simplified their document and proposal process to seamlessly create automated quotes and send them to customers across multiple platforms in France

Newton Offices logo

How PandaDoc slashed Nomad’s customer acquisition costs by 20%

Nomad logo

Norfolk Collegiate cut document creation time from five days to two day with PandaDoc

Norfolk Collegiate logo

OneTreePlanted transitions to a paperless office with PandaDoc eSignature solution

OneTreePlanted logo

OpMentors LLC achieves 24% revenue growth, 27% shorter sales cycles, and 90% faster document creation with PandaDoc

OpMentors LLC logo

Partners of the Americas saves 300 hours per year with PandaDoc

Partners of the Americas logo

Phone2Action achieves 50% faster contract processing and a 25% increase in close rate with PandaDoc

Phone2Action logo

Pierre Roy & Associés adds an extra layer of security with PandaDoc

Pierre Roy & Associés logo

How Pilkington Law Firm 5x’d their document turnaround time

Pilkington Law Firm logo

PixelFLEX achieves 300% growth and 50% shorter sales cycle with PandaDoc

PixelFLEX logo

Pixelhaus achieves 50% increase in sales conversions with PandaDoc

Pixelhaus logo

PJ Callaghan Construction achieves 40% higher close rate and 180% more bids with PandaDoc

PJ Callaghan Construction logo

Transforming Plutora’s Sales Process with PandaDoc

Plutora logo

Poll Everywhere makes renewals a breeze with PandaDoc

Poll Everywhere logo

Popmenu built a smarter CPQ process with PandaDoc

Popmenu logo

QBSolutions achieves 80% faster proposal creation and weekly time savings with PandaDoc

QBSolutions logo

Quadient, a customer‑experience and mail‑solutions leader, cuts time-to-close from 4 days to 4 hours with PandaDoc

Quadient logo

RadialSpark achieves a 20% higher close rate and eliminates document errors with PandaDoc

RadialSpark logo

How Remofirst scaled smarter with automated contracts and real-time deal insights

Remofirst logo

ResellerRatings reduces turnaround time by four days with the PandaDoc for HubSpot integration

ResellerRatings logo

Revenue River achieves 223% increase in closed-won revenue with PandaDoc

Revenue River logo

How PandaDoc streamlined River Pools Franchising, LLC’s operations and boosted efficiency by 60%

River Pools Franchising logo

PandaDoc helped Rootly slash two hours per proposal and boost close rates

Rootly logo

How Rose Paving improved close rates by 10%

Rose Paving logo

Saratoga Group Simplifies its Document Generation Process with PandaDoc API

Saratoga Group logo

Seafoam Media achieves a 25% increase in closing rate and halves proposal creation time with PandaDoc

Seafoam Media logo

Rakuten Super Logistics created the ultimate, streamlined workflow by integrating Microsoft Dynamics with PandaDoc

ShipNetwork logo

Slingr reduces document generation time from two days to few minutes with PandaDoc API

Slingr logo

SplitMango achieves 75% increase in close rate with PandaDoc

SplitMango logo

SproutLoud Media Networks achieves 50% faster contract creation and saves 13 hours per day with PandaDoc

SproutLoud Media Networks logo

Squirrel Business Hub achieves 30% more proposals and 20% more signed contracts with PandaDoc

Squirrel Business Hub logo

Stackla achieves branded proposals in half the time and streamlined e-signatures with PandaDoc

Stackla logo

SupportNinja increases close rate by 20% with PandaDoc interactive proposals

SupportNinja logo

How TerraSense unlocked HR automation at scale

TerraSense logo

The Christensen Group works more efficiently and reduces expenses with PandaDoc Notary

The Christensen Group logo

TheKey saves 3,000 hours per year using PandaDoc

TheKey logo

Titan Protection improved close rates by 10%

Titan Protection logo

TPD achieves $3,700/month savings and 75% faster onboarding (188 hours/month) with PandaDoc

TPD logo

TPM optimizes approval workflows and cuts document creation time to 3 minutes with PandaDoc

TPM logo

Turf Tank improved process across quoting and contracting

Turf Tank logo

How PandaDoc simplifies collaboration on documents to make edits and approvals faster all while maintaining consistency and compliance across documents

Typeform logo

How UptimeHealth slashed their sales cycle by two weeks

UptimeHealth logo

Vaimo achieves 25% sales productivity increase and 30% faster proposal response with PandaDoc

Vaimo logo

Vallen Distribution reduces time spent creating proposals by 75%

Vallen Distribution logo

Velvetech achieves 65% faster proposal creation and saves 4 hours per rep per week with PandaDoc

Velvetech logo

Verified First achieves 250 hours/week saved and a 17% higher close rate with PandaDoc eSignature

Verified First logo

Virtually Together decreases contract generation time and focuses more on pipeline management thanks to PandaDoc

Virtually Together logo

Vitally creates a better experience for their customers with the help of PandaDoc

Vitally logo

How Viva simplified order forms and onboarding with PandaDoc

Viva logo

Werfen cuts quote creation from 1 hour to 5 minutes and gains consistent on‑brand documents with PandaDoc

Werfen logo

Wizehire slashes contract creation time from 1 hour to 5 minutes with PandaDoc

Wizehire logo

Yogo - Customer Case Study

YOGO logo

Zogics achieves higher conversion rates and faster, more accurate sales with PandaDoc

Zogics logo

No matching case studies