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

American Meetings, Inc. reduced its document create-to-send time from 3 days to 30 minutes

American Meetings, Inc. (AMI), founded in 2002, is a global meeting services organization helping clients deliver live and virtual events. When COVID-19 forced events online, incoming leads spiked roughly tenfold and AMI’s manual, multi-step proposal process—already taking about three days to create and send and complicated further by a sudden shift to remote work—couldn’t keep up.

By deploying PandaDoc’s templates, workflows, budgeting modules and integrations with HubSpot and Monday.com, AMI cut document create-to-send time from three days to about 30 minutes, improved visibility with document analytics, and accelerated its sales cycle. The solution enabled effective remote collaboration, helped AMI manage the surge in work, and is being expanded to HR and marketing across the company.

American Meetings, Inc.

Andy McNeill

Founder and Chief Executive Officer