Case Study: InSync Healthcare Solutions achieves 5 hours/week per rep time savings and 100% eSignature completion with PandaDoc

InSync saves 5 hours per week per sales rep

InSync Healthcare Solutions, a provider of EMR and practice management software and services, faced a slow, error-prone sales process built on Excel and PDFs. Reps spent time copying CRM data, attaching videos and ROI analyses in emails, and chasing signatures via printers and faxes—leading to long sales cycles, frequent mistakes and no visibility into document status.

By adopting PandaDoc (integrated with HubSpot), InSync built template libraries, used Tokens to auto-populate client and pricing data, and embedded content and legally binding eSignatures directly into proposals. The change cut document creation time by 50%, saved each rep about 5 hours per week, delivered 100% completion of sent documents, consolidated tools, improved tracking, and accelerated closes.

InSync Healthcare Solutions

Alex Sandkuhl

Director of Sales