Case Study: Wizehire achieves 5-minute contract creation with PandaDoc

Wizehire slashes contract creation time from 1 hour to 5 minutes with PandaDoc

Wizehire, a company focused on helping businesses grow their teams, needed a better way to handle contracts after struggling with a clunky DocuSign setup. Their Sales Ops team faced glitchy Salesforce previews, incorrect field mapping, repeated template rebuilds, and weak support, making document creation slow and frustrating. PandaDoc was the vendor they turned to, using its document workflow and Salesforce integration to streamline the process.

With PandaDoc, Wizehire implemented smart templates, automated data syncing, and easier agreement sending directly from Salesforce, plus email and SMS delivery from PandaDoc. The results were significant: contract creation time dropped from about an hour to 5 minutes, document output increased by 25% per month, and documents were signed 46x faster, cutting average completion time from 3.7 days to 1 hour and 57 minutes.

Wizehire

April Fleming

Revenue Operations Analyst