Case Study: Verified First achieves 250 hours/week saved and a 17% higher close rate with PandaDoc eSignature

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Preview of the Verified First Case Study

Verified First saves over 250 hours per week

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.


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Verified First

Jonathan Gerhard

Director of Information Systems


PandaDoc

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