PandaDoc
136 Case Studies
A PandaDoc Case Study
Digital Remit runs government-funded workshops across Oxford, London and other UK areas to help small businesses grow. Because attendees must complete eligibility paperwork, course time was eaten up by printed forms handed out at the start, costing an hour of a three-hour session and generating extra administrative work after each course.
By integrating PandaDoc with Eventbrite and Highrise CRM and using Slack notifications, Digital Remit now sends and tracks enrollment documents before courses, cutting document creation time by about 90% and freeing roughly 30% more teaching time per session. The new workflow eliminated the paperwork hour, lets the team spot eligibility issues early to improve attendee support, and gives Digital Remit a competitive edge when applying for government funding.
Justin Jackson
Director