PandaDoc
136 Case Studies
A PandaDoc Case Study
HRC Total Solutions, a professional services company, was struggling with Docusign as its growing operations outpaced the platform’s flexibility, support, and pricing. The company needed a better way to manage proposals and document workflows, so it turned to PandaDoc for a more scalable solution.
PandaDoc was implemented company-wide, including CRM integration with Monday.com and support from PandaDoc Solution Engineers to tailor the workflow. The result was an 80% reduction in proposal creation time, a 10% improvement in close rates, and $13k saved annually, while also cutting overall spend by 65%.
Joshua Dupuis
Chief Operating Officer