Case Study: Poll Everywhere achieves faster, more efficient renewals with PandaDoc

Poll Everywhere makes renewals a breeze with PandaDoc

Poll Everywhere, the live polling and audience engagement platform, was struggling with a manual renewal process that relied on QuickBooks estimates sent by email instead of formal contracts. This created inconsistent deal flow, lots of manual follow-up work, and too much room for error across 500+ customers. The team needed a more automated, compliant document workflow, which led them to PandaDoc.

PandaDoc implemented a streamlined contract and renewal process integrated with QuickBooks and Salesforce, so signed agreements now trigger the next steps automatically. As a result, renewals became 33–66% faster, overdue contracts dropped by 50% to under 15, and the team eliminated most manual busywork and email chasing. Poll Everywhere also expanded PandaDoc beyond renewals to support sales, finance, and compliance workflows.

Poll Everywhere

Chase King

Customer Success Ops Manager