Case Study: Belkins reduces agreement prep time by 90% with PandaDoc

A PandaDoc Case Study

Preview of the Belkins Case Study

Belkins boosts productivity with PandaDoc

Belkins, a B2B lead generation agency, struggled with inconsistent Master Service Agreements (MSAs) as different teams created and stored documents in separate places. As the company grew, it needed a clearer, more accessible way to manage agreements, and turned to PandaDoc and the PandaDoc app for HubSpot to improve document workflow and e-signatures.

By integrating PandaDoc with HubSpot, Belkins automated MSA creation and updates based on CRM data, reducing manual edits and back-and-forth between sales, legal, and clients. With PandaDoc, MSAs that once took an hour or two are now ready in minutes, cutting admin time by more than 90% and improving speed, accuracy, and cross-team confidence.


View this case study…

Belkins

Brian Hicks

Vice President of Sales


PandaDoc

136 Case Studies