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Visit Website2X increases customer satisfaction and sales with PandaDoc
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Domenic Colasante
Chief Executive Officer
PandaDoc
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 119 PandaDoc Customer Success Stories
3by400 - Customer Case Study
3by400
Beth Snider
Chief Executive Officer
40Nuggets turned template frustration into success
40Nuggets
Chaya David
Head of Customer Success
A Healthy Balance, Inc. - Customer Case Study
A Healthy Balance, Inc.
Nikki Tierney
CEO
Above Green quadruples sales pipeline with PandaDoc proposal process
Above Green
V. Bataoel
Cofounder
How Acucraft Fireplaces improved close rates by 10%
Acucraft
Missy Ramberg
Marketing Director
How Advanced Roofing Systems uses PandaDoc to create contracts in <30 minutes
Advanced Roofing Systems
Karina Alvarez
Administrative Manager
AeroNet cut contract generation time by 80% by embedding Pandadoc API
AeroNet Wireless
Jean Pagán
Chief Software Engineer
Agency Revolution Increases Sales Productivity 800%+ with PandaDoc
Agency Revolution
Hayes Nelson
Director of Sales
Ambs Call Center increases close rate by 17%
Ambs Call Center
Aaron Boatin
President
American Meetings, Inc. reduced its document create-to-send time from 3 days to 30 minutes
American Meetings, Inc.
Andy McNeill
Founder and Chief Executive Officer
Anchor Films - Customer Case Study
Anchor Films
Brian Myers
Owner
How Anchorage School District improves productivity
Anchorage School District
Katrina Shuler
Senior Systems Analyst
Aprio Cloud saved 40 hours a week utilizing PandaDoc Forms
Aprio Cloud
Amanda Rominger
Director of Talent and Acquisition
Arinex reduces proposal creation from days to hours
Arinex
Kylie DeClifford
Manager – Incentives & Special Events
Autodesk now tracks sales effectiveness org wide with ease
Autodesk
Travis Evans
Manager of Sales Execution Strategy
Avelient - Customer Case Study
Avelient
Mariano Di Fabio
President
Avella closes 85% of proposals after adopting PandaDoc
Avella
Stan Pflueger
Sales Operations Director
AxisCare reduces time to close over 50%
AxisCare
Beau Dagget
Sales Executive
Beanstalk Web Solutions - Customer Case Study
Beanstalk Web Solutions
Tim Hebel
Founder & Owner
Belkins boosts productivity with PandaDoc
Belkins
Brian Hicks
Vice President of Sales
How Benetrends Financial boosted efficiency by 20% with PandaDoc’s HubSpot integration
Benetrends Financial
Bhavin Contractor
Director of IT
Big Brothers Big Sisters of Northwest Arkansas simplifies its volunteer application process with PandaDoc
Big Brothers Big Sisters
Laura Basch
Community Engagement Manager
Blue Raven Solar Saves Thousands by Switching to PandaDoc
Blue Raven Solar
Rachel Cook
Human Resources Administrator
Blueface reduced admin time for sales team by 30%
Blueface
Kamila Cholko
Marketing Executive
Bonusly reduces document creation time by 70%
Bonusly
Emily Ciavolino
Bonusly
BoxCast increases upgrades from proposals by over 700%
BoxCast
Kyle N.
Sales Manager
BrandStar reduced proposal development time by 60% by using PandaDoc
BrandStar
Jose Boza
Chief Technology Officer
Carr Workspaces saves $100k annually on software
Carr Workplaces
Ashley Buckner
VP of Sales
CaseWare - Customer Case Study
CaseWare
Nataly Bedier
Sales Consultant
Catalyst Group - Customer Case Study
Catalyst Group
John-Mark
Chief Executive Officer
Channel Engine reduced proposal creation time by 93%
ChannelEngine
Sidd Hora
Revenue Operations Specialist
Chili Piper increases close rates by 28% and saves 12 hours per week
Chili Piper
Scott Haney
Revenue Operations Leader
Cloudbakers - Customer Case Study
Cloudbakers
Mitch Greenwald
Founder Managing Partner
Coding Campus - Customer Case Study
Coding Campus
Sariah Masterson
Program Director
Concord School District of New Hampshire transitioned 5,000+ students to remote learning in response to COVID-19
Concord School District
Pamela McLeod
Director of Technology
Consensus improved their close rates and cut proposal creation time in half
Consensus
Rex Galbraith
Chief Revenue Officer
Cross-Sell adds speed and ease to their operations with PandaDoc Proposal processes
Cross-Sell
Jeff Keeny
Inside Sales and Customer Support
Crosscard cuts contract review cycle time in half
Crosscard
Sidd Hora
Sales Enablement Manager
Crystal Ball’s sales team cut their proposal creation time by 60% with PandaDoc
Crystal Ball
Tara
Marketing Manager
CyberBytes, Inc. helped Northtowns Remodeling decrease their estimate creation time to 5 minutes
CyberBytes Inc.
Brian Marek
President and CEO
Datanyze Reports 15% Increase In Average Contract Value Thanks to PandaDoc
Datanyze
Jon Hearty
Chief Operating Officer
Digital Brew increases close rate by 20%
Digital Brew
Amiet Gill
Business Development Manager
Digital Remit spends more time teaching and less time doing paperwork with PandaDoc
Digital Remit
Justin Jackson
Director
Directive cuts proposal review cycle by 82%
Directive
Derek Gerber
Former VP of Growth
Falck Ambulance shortens their billing cycle by six months
Falck
Charisse Jacobs
IT Support
How Fastest Labs saves 80 hours per month with PandaDoc
Fastest Labs
John Smith
Executive Director of Operations
Feathr cuts contract generation time and reduces sales cycle
Feathr
Evan O’Neil
Associate Director of Sales
Food4Heroes served 150,000 meals to frontline workers
Food4Heroes
FoxTales - Customer Case Study
FoxTales
Josh Hubberman
Chief Executive Officer
Good Work increased close rate by 30% and cut proposal creation time by 80%
Good Work
Garrett Winder
Managing Partner
Grow reduces document send time by 75% for Sales and Customer Success teams
Grow
Tate Stone
Head of Technical & Revenue Operations
HAAS Alert saves 120 hours a month with PandaDoc CPQ for HubSpot
HAAS Alert
Emerson McCuin
Director of Revenue Operations
HPC Increases Team Productivity with PandaDoc, HubSpot CRM & Xero
HPC
Matt Nyman
Client Success Manager
HRC Total Solutions cut spend by 65% by switching from Docusign
HRC Total Solutions
Joshua Dupuis
Chief Operating Officer
Impact Networking transitions thousands of HR documents from paper to digital
Impact Networking
Mary Zellers
Director of Human Resources
Inkit decreases legal fees by over $5,000 each month
Inkit
Michael McCarthy
Co-founder
InSync saves 5 hours per week per sales rep
InSync Healthcare Solutions
Alex Sandkuhl
Director of Sales
Interlace Health cuts down proposal creation time by 85%
Interlace Health
Pat Murphy
VP of Sales and Strategy
Invaco doubled its close rate in 2 months
Invaco
Rosendo Valles
Chief Executive Officer
iOFFICE More than Doubles Customers Year over Year with PandaDoc
iOffice + SpaceIQ by Eptura
Elizabeth Dukes
EVP & Chief Marketing Officer
How Ion Solar achieved 20% faster proposal revisions by switching from Docusign
Ion Solar
Brandon Mullen
IT Director
ISEBOX - Customer Case Study
ISEBOX
Salvatore Salpietro
CTO & Head of Product
Jonas Club Software achieves proposal consistency and increases close rate by 23%
Jonas Club Software
Scott Taylor
Director of Sales
JumpCrew decreased their average create-to-send time to 3 minutes
JumpCrew
Rob Solberg
Senior Vice President of Partnerships
KickFire reduces inefficiencies to look more professional while reducing sales cycle by 45%
KickFire
Maggie Taylor Aherne
Director or Operations
Kiss Print Solutions boosts close rates by 20%
Kiss Print Solutions
Luke Duggan
Group General Manager
Knocking - Customer Case Study
Knocking
Juan Sianca
Internal Operations Manager
La Familia Insurance switches to PandaDoc for HR and agents amid fast growth
La Familia Auto Insurance
Aly Manji
La Familia Auto Insurance
LexHelper - Customer Case Study
LexHelper
Rhett Marlow
President & CEO
Luigi’s Box saves 30 hours a month with PandaDoc features
Luigi's Box
Natália Gažiová
Sales Operations Specialist
Marketron - Customer Case Study
Marketron Broadcast Solutions
Jeffrey Kimmel
VP of Sales
Mercury ISS saw a 50% increase in annual revenue
Mercury Information Security Services
Edward Farrell
Chief Executive Officer
Mohave Community College's HR Department Goes Completely Paperless with PandaDoc
Mohave Community College
Jennie Dixon
Director of Human Resources
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
Titouan Petit
IT Manager
How PandaDoc slashed Nomad’s customer acquisition costs by 20%
Nomad
Will O’Neil
Head of IT & Strategic Enablement
Norfolk Collegiate cut document creation time from five days to two day with PandaDoc
Norfolk Collegiate
Kathy Frogosa
Payroll and HR Coordinator
OneTreePlanted transitions to a paperless office with PandaDoc eSignature solution
OneTreePlanted
Chloe Ketteling
Operations Team Exec Assistant
OpMentors decreases proposal creation time by 90%
OpMentors LLC
Jocelyn Fennewald
Managing Partner
Partners of the Americas saves 300 hours per year with PandaDoc
Partners of the Americas
Danielle Martin
Director of Contracts and Grants
Phone2Action - Customer Case Study
Phone2Action
Jeb Orby
CEO
How Pilkington Law Firm 5x’d their document turnaround time
Pilkington Law Firm
Brian Gill
Director of Marketing
PixelFLEX grew 300% with PandaDoc
PixelFLEX
David Venus
Director of Marketing
Pixelhaus increased conversions by 50%
Pixelhaus
Richard Gosler
Creative Director
PJ Callaghan increases close rate by 40%
PJ Callaghan Construction
Thomas Burket
President
Transforming Plutora’s Sales Process with PandaDoc
Plutora
Nathan David
Global Vice President, Sales Strategic Accounts
QBSolutions grows quickly after automating with PandaDoc
QBSolutions
Toni Himmelman
Founder and CEO
Quadient added 250 seats in 2020 due to COVID-19
Quadient
Steve Rakoczy
Chief Digital Officer
PandaDoc has helped RadialSpark increase their close rate by 20%
RadialSpark
Michael Rockford
Co-Founder, and CEO
ResellerRatings reduces turnaround time by four days with the PandaDoc for HubSpot integration
ResellerRatings
Christina Kay
Vice President Marketing
Revenue River increases closed-won revenue by 223%
Revenue River
Eric Pratt
Managing Partner
How PandaDoc streamlined River Pools Franchising, LLC’s operations and boosted efficiency by 60%
River Pools Franchising
Mike McCormick
Franchising’s Director of Employee Education and Resource Management
PandaDoc helped Rootly slash two hours per proposal and boost close rates
Rootly
JJ Tang
Chief Executive Officer
How Rose Paving improved close rates by 10%
Rose Paving
Nicholas Groh
MS Dynamics 365 Engineer
Saratoga Group Simplifies its Document Generation Process with PandaDoc API
Saratoga Group
Sam Hales
Chief Executive Officer
Seafoam Media - Customer Case Study
Seafoam Media
Nikki Bisel
Owner & Founder
Rakuten Super Logistics created the ultimate, streamlined workflow by integrating Microsoft Dynamics with PandaDoc
ShipNetwork
Jonathan Grospe
Director of Sales
Slingr reduces document generation time from two days to few minutes with PandaDoc API
Slingr
Diego Gaviola
Chief Technology Officer
SplitMango - Customer Case Study
SplitMango
David Miller
Managing Director
SproutLoud Saves $6500 Per Month By Consolidating Multiple Tools with PandaDoc
SproutLoud Media Networks
Brian Minick
Operations Manager
Squirrel Business Hub - Customer Case Study
Squirrel Business Hub
Kylie Harker
Managing Director
Stackla Switches from DocuSign & TinderBox, Supports Enterprise Sales with PandaDoc
Stackla
Melissa Sautter
Head of Demand Gen
SupportNinja - Customer Case Study
SupportNinja
Cody McLain
Chief Executive Officer
The Christensen Group works more efficiently and reduces expenses with PandaDoc Notary
The Christensen Group
Pattie Christensen
TheKey saves 3,000 hours per year using PandaDoc
TheKey
Katie Buell
Digital Product Manager
Titan Protection improved close rates by 10%
Titan Protection
Brian Potter
Marketing Manager
TPD significantly reduced hiring & onboarding time
TPD
Kelsey Boyd
Director of Business Systems & Processes
TPM optimizes approval workflows and cuts document creation time to 3 minutes with PandaDoc
TPM
Michael Sproles
Director of Sales Operations
How PandaDoc simplifies collaboration on documents to make edits and approvals faster all while maintaining consistency and compliance across documents
Typeform
Daniel Urban
Head of Legal
How UptimeHealth slashed their sales cycle by two weeks
UptimeHealth
Jinesh Patel
Chief Executive Officer
Vaimo Increases Global Productivity by over 25% with PandaDoc
Vaimo
Brendan Peo
Chief Operating Officer
Vallen Distribution reduces time spent creating proposals by 75%
Vallen Distribution
Emily Maxwell
Strategic Proposals Manager
Velvetech decreases proposal generation time by 65%
Velvetech
Maria Gorokhova
Product Manager
Verified First saves over 250 hours per week
Verified First
Jonathan Gerhard
Director of Information Systems
Virtually Together decreases contract generation time and focuses more on pipeline management thanks to PandaDoc
Virtually Together
Kate Healy
Founder
Vitally creates a better experience for their customers with the help of PandaDoc
Vitally
Jason Richman
Vice President of Sales
Werfen reinvents QBRs and proposals with PandaDoc
Werfen
Kieran Pickles
National Sales Manager
Yogo - Customer Case Study
YOGO
Jessica Thompson
Founder & CEO
Zogics - Customer Case Study
Zogics
Jeff Stripp
VP of Sales & Marketing
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