Case Study: Saratoga Group simplifies lease document generation with PandaDoc

Saratoga Group Simplifies its Document Generation Process with PandaDoc API

Saratoga Group, a real estate company that owns and operates mobile home communities across the U.S., needed a better way to generate and manage leases for hundreds of agents after struggling with formatting errors and inefficiencies in DocuSign. The company wanted to upload PDFs, add signature and initial fields, populate lease data automatically, and avoid maintaining multiple state-specific templates, so they turned to PandaDoc API.

Using PandaDoc’s API sandbox and field tags, Saratoga Group quickly integrated document generation into its workflow and was able to build cleaner, state-by-state lease contracts in about three weeks. With PandaDoc, managers and agents can now create a fully populated lease with a few clicks, reducing document generation time, simplifying signature collection, and producing better-formatted leases with fewer errors.

Saratoga Group

Sam Hales

Chief Executive Officer