Case Study: River Pools Franchising achieves 60% efficiency gains with PandaDoc

How PandaDoc streamlined River Pools Franchising, LLC’s operations and boosted efficiency by 60%

River Pools Franchising, LLC, a pool installation and franchising business, was struggling to keep document management, proposal creation, and brand compliance consistent across its growing network. Its previous system lacked the customization and integration needed to support complex pricing and franchise-wide workflows, so the company turned to PandaDoc and its HubSpot-integrated Enterprise solution.

PandaDoc implemented Enterprise features including Advanced Reporting and CPQ to centralize document control, improve oversight, and help reps build accurate proposals in real time. The result was a reduction of 1–1.5 hours per proposal and a 60% boost in overall efficiency, while also improving consistency, reducing errors, and strengthening the customer experience.

River Pools Franchising

Mike McCormick

Franchising’s Director of Employee Education and Resource Management