PandaDoc
136 Case Studies
A PandaDoc Case Study
Verified First, a leading North American background and drug screening company, needed to speed up sales cycles hampered by a manual Microsoft Word/PDF workflow and DocuSign — reps spent hours copying data from Salesforce and waited hours or days for manager approvals, delaying quotes and deals.
By implementing PandaDoc eSignature integrated with Salesforce — using a content library, drag-and-drop proposal building, automated approval workflows, and document analytics — Verified First cut quote turnaround to minutes, saved about 250 hours per week, increased close rates by 17%, reduced software costs by ~$5,000/month, and improved sales–marketing alignment with plans to expand PandaDoc to other teams.
Jonathan Gerhard
Director of Information Systems