75% decreased onboarding time
At TPD, thousands of documents are sent to clients around the globe on a daily basis. Before discovering HubSpot’s integration with PandaDoc, client documents were manually sent, printed, signed, scanned, sent back, and filed in local offices. The process was slow and painful and welcomed room for human error, which occasionally resulted in extensive delays in client onboarding -- costing TPD precious time and resources.
After TPD (formerly known as The Personnel Department) rebranded in 2013 and began servicing clients across North America virtually, the need to centralize and standardize documents across all office locations became a top priority. Updating each employee’s locally stored documents was simply no longer an option. To facilitate the virtual enablement, centralization, and collaboration between office locations, TPD's Director of Business Systems & Processes Kelsey Boyd sought out an automated solution. She found her answer in the HubSpot integrations directory.
Using PandaDoc with the HubSpot CRM gave TPD the ability to create, deliver, eSign, and store all of their documents -- without ever having to leave HubSpot.
With the new PandaDoc integration in place, TPD was able to reduce errors in their processes, regain control, achieve consistency with branding, and reduce the number of tools used, all while saving time and money. PandaDoc's system, paired with the auto-populated insights from the HubSpot CRM, was invaluable to their success.
Since utilizing the PandaDoc integration with HubSpot in March 2016, their return on investment has been clear.
Using the HubSpot CRM with PandaDoc integration has allowed TPD to take control of business processes, save money and time, all while achieving massive growth. TPD is continuing to optimize their usage of HubSpot and the PandaDoc integration with their sales team to give sales reps access to valuable collateral and save them time on each proposal they produce for prospective clients. Both systems are user-friendly, have a manageable level of intricacies, and occupy the perfect balance between system capability and complexity.
Boyd’s job is to review and quantify ROI on new tools. In response to the ROI of the integration, she says, “the numbers tell the story here.”