Case Study: JumpCrew achieves 3-minute contract creation and streamlined Salesforce workflows with PandaDoc

JumpCrew decreased their average create-to-send time to 3 minutes

JumpCrew is an outsourced B2B sales and marketing company that was hampered by an unreliable document platform — frequent downtime, contract-syncing and formatting errors, clunky eSignatures, and a high-maintenance Salesforce integration forced reps to jump between tools and created friction during the close. The tool also lacked customization and meaningful analytics, generating repeated incident tickets and slowing sales when speed mattered most.

JumpCrew implemented PandaDoc Enterprise integrated with Salesforce, enabling reps to auto-populate contracts from opportunity fields and create/send documents in about three minutes. The team ramped quickly, rolled out branded templates across four business units, and gained document analytics that signal buyer intent; tying PandaDoc statuses to Salesforce improved forecasting and prioritization. The change streamlined workflows, accelerated closes, and extended benefits to HR and marketing for consistent, electronic document processes.

JumpCrew

Rob Solberg

Senior Vice President of Partnerships