PandaDoc B2B Case Studies & Customer Successes

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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

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2X increases customer satisfaction and sales with PandaDoc

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

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40Nuggets achieves streamlined proposals and reduced onboarding waste with PandaDoc

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

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

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Acucraft Fireplaces boosts close rates by 10% with PandaDoc

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Advanced Roofing Systems achieves contract creation in under 30 minutes with PandaDoc

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AeroNet Wireless cuts contract generation time by 80% with PandaDoc API

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

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Alliance 2020 achieves faster, more scalable contract workflows with PandaDoc Business

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

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

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

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Anchorage School District improves productivity with PandaDoc

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Aprio Cloud saves 40 hours a week with PandaDoc Forms

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

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

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Avantio achieves faster proposals and boosted sales with PandaDoc

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Avelient achieves faster deal closes and actionable sales insights with PandaDoc

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

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

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

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Belkins reduces agreement prep time by 90% with PandaDoc

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Benetrends Financial boosts efficiency by 20% with PandaDoc

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Big Brothers Big Sisters simplifies volunteer applications with PandaDoc

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

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Blueface achieves faster deal cycles and higher close rates with PandaDoc

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

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BoxCast achieves 758% increase in upgrades from proposals with PandaDoc

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BrandStar reduces proposal development time by 60% with PandaDoc

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

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CaseWare achieves faster proposals and automated CRM workflows with PandaDoc

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

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Ceros saves time and scales smarter with PandaDoc CPQ

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ChannelEngine achieves 93% faster proposal creation with PandaDoc

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

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Cloudbakers achieves faster deal closures and modernized document workflows with PandaDoc

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

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Colonies achieves fully automated, compliant leasing workflows with PandaDoc API

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Concord School District achieves paperless, streamlined contract signing with PandaDoc

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Consensus cuts proposal creation time in half with PandaDoc

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Cross-Sell achieves faster, easier document workflows with PandaDoc

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

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

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CyberBytes Inc. achieves scalable quoting and faster proposals with PandaDoc

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

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

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

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Directive achieves an 82% faster proposal review cycle with PandaDoc

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Falck Ambulance achieves a 6-month billing cycle reduction with PandaDoc

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Fastest Labs achieves 80 hours saved per month with PandaDoc

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Feathr cuts contract generation time and reduces sales cycle with PandaDoc

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

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

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Gartland saves 150 hours every month with PandaDoc SMS verification

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

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Grow achieves 75% faster document turnaround with PandaDoc

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

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

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HRC Total Solutions cuts proposal time by 80% and saves $13k with PandaDoc

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HubDo achieves 75% faster quote creation with PandaDoc CPQ for HubSpot

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Impact Networking achieves streamlined HR processes and increased productivity with PandaDoc

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

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

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

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Invaco doubles close rate in 2 months with PandaDoc

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INVERS GmbH saves 20 minutes per proposal with PandaDoc

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iOffice + SpaceIQ by Eptura doubles its customer base with PandaDoc

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Ion Solar achieves 20% faster proposal revisions with PandaDoc

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ISEBOX achieves dramatic time savings and streamlined document workflows with PandaDoc

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

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

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KarmaCheck saves 20+ hours weekly with PandaDoc

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

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Kiss Print Solutions boosts close rates by 20% with PandaDoc

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Knocking streamlines onboarding and boosts efficiency with PandaDoc

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

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

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LiteZilla achieves 30% higher average contract value with PandaDoc

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Luigi's Box saves 30 hours a month with PandaDoc

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

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

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

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Newton Offices achieves a 63% productivity boost with PandaDoc

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Nomad reduces customer acquisition costs by 20% with PandaDoc

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

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OneTreePlanted achieves 92% faster agreement creation with PandaDoc

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

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Partners of the Americas saves 300 hours per year with PandaDoc

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

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Pierre Roy & Associés achieves secure, efficient document workflows with PandaDoc

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Pilkington Law Firm achieves 5x faster document turnaround with PandaDoc

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

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Pixelhaus achieves 50% increase in sales conversions with PandaDoc

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

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Plutora achieves faster, more efficient sales workflows with PandaDoc

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Poll Everywhere achieves faster, more efficient renewals with PandaDoc

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Popmenu streamlines its CPQ process with PandaDoc

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

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

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

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Remofirst achieves faster, more accurate contract management with PandaDoc

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ResellerRatings reduces turnaround time by four days with PandaDoc for HubSpot

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

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River Pools Franchising achieves 60% efficiency gains with PandaDoc

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Rootly slashes proposal time and boosts close rates with PandaDoc

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Rose Paving improves close rates by 10% with PandaDoc

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Saratoga Group simplifies lease document generation with PandaDoc

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

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ShipNetwork achieves streamlined document workflows and faster proposals with PandaDoc

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

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SplitMango achieves 75% increase in close rate with PandaDoc

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

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

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

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SupportNinja increases close rate by 20% with PandaDoc interactive proposals

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TerraSense achieves 90% faster HR document automation with PandaDoc

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The Christensen Group achieves greater efficiency and lower costs with PandaDoc Notary

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TheKey saves 3,000 hours per year with PandaDoc

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Titan Protection achieves a 10% increase in close rates with PandaDoc

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

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TPM cuts document creation time to 3 minutes with PandaDoc

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Turf Tank improves quoting and contracting with PandaDoc

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Typeform boosts legal productivity and reduces errors with PandaDoc

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UptimeHealth slashes its sales cycle by two weeks with PandaDoc

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

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Vallen Distribution reduces proposal creation time by 75% with PandaDoc

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

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

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Virtually Together cuts deal-closing time by 60% with PandaDoc

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Vitally streamlines document workflows and improves customer experience with PandaDoc

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Viva streamlines order forms and onboarding with PandaDoc

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

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Wizehire achieves 5-minute contract creation with PandaDoc

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YOGO simplifies document collection and form management with PandaDoc

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

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