Case Study: Vitally streamlines document workflows and improves customer experience with PandaDoc

Vitally creates a better experience for their customers with the help of PandaDoc

Vitally, a customer success platform, needed a better way to manage document creation and contracts after relying on inconsistent Word-based processes that were hard to search, prone to errors, and difficult to scale. To streamline its workflow, Vitally turned to PandaDoc and its HubSpot-connected document management capabilities.

With PandaDoc, Vitally built a more automated document process where sales reps can create and track contracts, order forms, NDAs, and other agreements directly from HubSpot using pre-built templates. PandaDoc helped reduce errors, improve consistency, and speed up contract review and signature, saving time and supporting a smoother customer experience across teams.

Vitally

Jason Richman

Vice President of Sales