Case Study: Pierre Roy & Associés achieves secure, efficient document workflows with PandaDoc

Pierre Roy & Associés adds an extra layer of security with PandaDoc

Pierre Roy & Associés, a licensed insolvency trustee firm in Quebec, needed a better way to manage a surge in digital document signing during the pandemic. Their previous e-signature tool was costly at high volume and difficult to integrate with their custom CRM, making online document workflows cumbersome and less efficient. PandaDoc provided the document management and signing solution.

PandaDoc was implemented via API integration so advisors could create and send documents directly from the CRM in one click, with status updates syncing back automatically. Pierre Roy & Associés also used PandaDoc SMS verification to add secure recipient authentication, helping them meet strict compliance requirements and protect sensitive client data. The result was a smoother, mostly paperless workflow with improved efficiency, stronger security, and greater trust for both staff and clients.

Pierre Roy & Associés

Jonathan Roy

Administrative Director