Case Study: Viva streamlines order forms and onboarding with PandaDoc

How Viva simplified order forms and onboarding with PandaDoc

Viva, a fast-growing startup that provides executive assistant talent to companies like Notion and Rebrandly, needed a better way to manage contracts, order forms, signatures, and onboarding payments as the team scaled to 150 people. Manual email-based workflows were slowing customer acquisition and onboarding, so Viva turned to PandaDoc to create a simpler, more repeatable process.

With PandaDoc, Viva streamlined order forms and onboarding using templates, signer assignments, Stripe payments, and integrations with HubSpot, Zapier, and Google Drive. The company cut a process that used to take up to 24 hours down to just 40 minutes after a prospect call, helping Viva close deals faster, reduce admin work, and scale without hiring more staff for manual tasks.

Viva

Fineas Tatar

Co-Founder