PandaDoc
136 Case Studies
A PandaDoc Case Study
TerraSense, a Canadian AI and machine learning company, was already using PandaDoc but found that HR and finance document workflows were still too manual and time-consuming. The team struggled to efficiently create employment agreements, payroll changes, and new hire paperwork, and needed a better connection between PandaDoc and BambooHR.
To solve this, TerraSense upgraded to the PandaDoc Business plan and implemented custom-branded templates, BambooHR integration, and approval routing. With PandaDoc, the company cut agreement creation and sending time by 90%—from over an hour to about 10 minutes—while reducing errors, supporting bulk sends, and automatically syncing finalized documents back to BambooHR.
Aidan Northcott
VP of Finance