PandaDoc
136 Case Studies
A PandaDoc Case Study
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.
Brian Hicks
Vice President of Sales