Case Study: Chili Piper achieves 28% higher close rates and streamlined contract workflows with PandaDoc

Chili Piper increases close rates by 28% and saves 12 hours per week

Chili Piper, a fast-growing B2B sales technology company (51–200 employees) whose scheduling platform is used by Square, Intuit and Twilio, was outgrowing its manual contract processes. Sales reps were sending invoices via PayPal and only marking deals closed‑won after payment, which slowed Account Executives, blocked a move to accrual accounting, and created bottlenecks across Rev Ops, Finance, HR and Marketing.

Chili Piper implemented PandaDoc integrated with Salesforce, built custom templates and trained the team in under a week; the 2‑way sync removed manual data entry and added e‑signatures, payments and document tracking. The result was company‑wide adoption and streamlined workflows, a 28% increase in close rates, roughly 15 minutes saved per contract and nearly 12 hours per week reclaimed for the revenue organization.

Chili Piper

Scott Haney

Revenue Operations Leader