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

Autodesk now tracks sales effectiveness org wide with ease

Autodesk, a global leader in design and 3D software with 9,000+ employees, needed an enterprise document solution to streamline its expansive sales operations and integrate cleanly with Salesforce. Their existing PDF-based workflows caused duplicate tasks, data gaps, bottlenecks, and limited visibility, and the company faced the high-stakes task of rolling out a new system to more than 300 users while improving forecasting, stage validation, and company-wide adoption.

Autodesk chose PandaDoc for its scalable Salesforce integration, bi-directional API, advanced document tracking and a modern editor, and organized rollout teams for adoption, design, and support. The implementation centralized templates and content, reduced manual entry errors, improved CRM hygiene and approvals, and enabled the company to tie documents to revenue—accelerating onboarding, increasing consistency across sales teams, and boosting overall sales productivity.

Autodesk

Travis Evans

Manager of Sales Execution Strategy