Case Study: PandaDoc achieves 100% automated Salesforce sync in 30 days and reclaims 20% of reps' time with People.ai

How PandaDoc Automated Salesforce Sync in 30 Days

PandaDoc, an all‑in‑one sales documents company, struggled with inconsistent tool use across its sales team, poor or missing activity logging in Salesforce, and no single system of record—leaving managers without reliable data to coach or make decisions. To solve this, PandaDoc selected People.ai and implemented People.ai’s Salesforce Sync to standardize activity capture and visibility.

People.ai automated collection of calls, emails and meetings and synced that data directly into Salesforce, giving PandaDoc a single source of truth; the company went from spotty records to 100% synced in less than 30 days and reclaimed roughly 20% of reps’ time. With People.ai, managers now have real‑time, accurate activity data to support hiring, coaching, performance reviews and data‑driven decisions.

PandaDoc

Matt Lenhart

Sales Operations