Case Study: HPC achieves a 20% increase in close rate and cuts proposal time from hours to minutes with PandaDoc

HPC Increases Team Productivity with PandaDoc, HubSpot CRM & Xero

HPC is a cloud-based accounting, tax, and advisory firm with virtual staff across 12 states that needed to standardize a high-volume document process—especially during tax season. Their proposal and contract workflow was fragmented across Word/Google Docs, EchoSign, HubSpot CRM, Xero, and project tools, causing long manual processes, errors, and onboarding delays.

By adopting PandaDoc with HubSpot and Xero integrations, HPC now creates, approves, sends, and signs proposals without leaving HubSpot, pre-populates deal data to reduce errors, and uses collaborative workspaces for distributed teams. The change cut document time from about 1.5 hours to roughly 36 minutes (saving ~30 minutes per document), supports ~15 documents/week per employee, improved onboarding, and delivered a 20% increase in close rate with positive client feedback.

HPC

Matt Nyman

Client Success Manager