Case Study: TPM cuts document creation time to 3 minutes with PandaDoc

TPM optimizes approval workflows and cuts document creation time to 3 minutes with PandaDoc

TPM, a vendor serving design solutions to engineers, architects, and manufacturers, needed a faster, more flexible way to edit proposals, simplify signing, and avoid leaving Salesforce. Before PandaDoc, document creation took about 10 minutes, and TPM wanted a better workflow with customized proposals and approval controls.

With PandaDoc, TPM’s sales team can generate, customize, and e-sign proposals, transactional order forms, and statements of work directly in Salesforce using templates and approval workflows. The result was a major efficiency gain: document creation time dropped from 10 minutes to 3 minutes, 90% of documents are now signed digitally, and TPM has improved process control with built-in checks and balances.

TPM

Michael Sproles

Director of Sales Operations