Logo - Full (Color) [Skip to content](https://www.hubspot.com#global-nav-main-content) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales?authuser=0) - Close Search - [Log in](https://app.hubspot.com/login?authuser=0) - About About - [About Us](https://www.hubspot.com/our-story?authuser=0) - [Careers](https://www.hubspot.com/careers?authuser=0) - [Contact Us](https://www.hubspot.com/company/contact?authuser=0) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?authuser=0) Back [ ](https://www.hubspot.com/) Menu - Close Search - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. [Free HubSpot CRM](https://www.hubspot.com/products/crm?authuser=0) [Overview of all products](https://www.hubspot.com/products/get-started?authuser=0) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing?authuser=0) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales?authuser=0) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service?authuser=0) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content?authuser=0) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data?authuser=0) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue?authuser=0) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm?authuser=0) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence?authuser=0) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter?authuser=0) - ### AEO (Beta) Answer engine optimization tools that track and improve your brand's visibility in AI results [Learn more](https://www.hubspot.com/products/aeo?authuser=0) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps?authuser=0) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads?authuser=0) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?authuser=0) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?authuser=0) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals?authuser=0) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?authuser=0) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?authuser=0) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?authuser=0) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content?authuser=0) Organize, update, and distribute content in one place. - ## Startups & Small Businesses - ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?authuser=0) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?authuser=0) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?authuser=0) Unify your team and data on one platform. - ## Artificial Intelligence - ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?authuser=0) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?authuser=0) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?authuser=0) Get instant answers about your customers with an AI data agent. ## By Team Size - ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?authuser=0) - ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?authuser=0) ## Why HubSpot? - ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?authuser=0) - ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies?authuser=0) - ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight?authuser=0) - [Pricing](https://www.hubspot.com/pricing/marketing?authuser=0) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?authuser=0) - [What's New in HubSpot](https://www.hubspot.com/new?authuser=0) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?authuser=0) - [Sustainability](https://www.hubspot.com/sustainability?authuser=0) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?authuser=0) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?authuser=0) - [Technology Partner Program](https://www.hubspot.com/partners/app?authuser=0) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?authuser=0) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?authuser=0) - [Startup Partner Program](https://www.hubspot.com/startups/partners?authuser=0) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?authuser=0) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?authuser=0) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?authuser=0) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?authuser=0) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?authuser=0) - [Migration](https://www.hubspot.com/services/professional/migrations?authuser=0) - [Premium Support](https://www.hubspot.com/services/premium-support?authuser=0) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?authuser=0) - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. - [__Free HubSpot CRM__](https://www.hubspot.com/products/crm?authuser=0) - [__Overview of all products__](https://www.hubspot.com/products/get-started?authuser=0) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing?authuser=0) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales?authuser=0) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service?authuser=0) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content?authuser=0) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data?authuser=0) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue?authuser=0) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm?authuser=0) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence?authuser=0) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter?authuser=0) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo?authuser=0) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps?authuser=0) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads?authuser=0) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?authuser=0) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?authuser=0) - [Close deals](https://www.hubspot.com/use-case/close-more-deals?authuser=0) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?authuser=0) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?authuser=0) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?authuser=0) - [Manage content](https://www.hubspot.com/use-case/manage-content?authuser=0) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?authuser=0) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?authuser=0) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?authuser=0) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?authuser=0) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?authuser=0) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?authuser=0) - By Team Size - ## By Team Size -  ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?authuser=0) -  ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?authuser=0) - Why HubSpot? - ## Why HubSpot? -  ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?authuser=0) -  ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies?authuser=0) -  ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight?authuser=0) - [Pricing](https://www.hubspot.com/pricing/marketing?authuser=0) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?authuser=0) - [What's New in HubSpot](https://www.hubspot.com/new?authuser=0) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?authuser=0) - [Sustainability](https://www.hubspot.com/sustainability?authuser=0) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?authuser=0) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?authuser=0) - [Technology Partner Program](https://www.hubspot.com/partners/app?authuser=0) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?authuser=0) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?authuser=0) - [Startup Partner Program](https://www.hubspot.com/startups/partners?authuser=0) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?authuser=0) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?authuser=0) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?authuser=0) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?authuser=0) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?authuser=0) - [Migration](https://www.hubspot.com/services/professional/migrations?authuser=0) - [Premium Support](https://www.hubspot.com/services/premium-support?authuser=0) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?authuser=0) - About About - [About Us](https://www.hubspot.com/our-story?authuser=0) - [Careers](https://www.hubspot.com/careers?authuser=0) - [Contact Us](https://www.hubspot.com/company/contact?authuser=0) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?authuser=0) [Start free or get a demo](https://www.hubspot.com/products/get-started?authuser=0) [Log in](https://app.hubspot.com/login?authuser=0) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales?authuser=0) - [Case Studies Overview](https://www.hubspot.com/case-studies?authuser=0) - [Directory](https://www.hubspot.com/case-studies/directory?authuser=0) - TPD  # TPD Cuts Client Onboarding Time by 75% by Using HubSpot Professional Services 200-1,000 employees  - 75% decreased onboarding time Use Cases - Integrations Products - [Marketing Hub](https://www.hubspot.com/products/marketing?authuser=0) - [Sales Hub](https://www.hubspot.com/products/sales?authuser=0) ### Story Overview Using the PandaDoc integration with HubSpot, they were able to reduce the amount of tools used (decreasing instances of human error) and save time and resources. ### About Company TPD is an international Workforce and HR Solutions company that partners with clients and talent pool to help people succeed and help organizations perform. ### Seeking a Solution to the Conventional Onboarding Process 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. ### Automating Processes Surrounding Documentation within the HubSpot CRM 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. ### Hitting Massive Scale while Reducing Time and Resources Spent Since utilizing the PandaDoc integration with HubSpot in March 2016, their return on investment has been clear. - They’ve decreased the amount of time it takes to onboard each new hire from one hour to just 15 minutes -- saving 188 hours a month and resulting in $3,700 per month savings in reduced administrative wages. - In addition, they’ve been able to eliminate 44% of spend on software licenses and decrease the number of tools used, like Microsoft Office and Adobe Creative Cloud, by creating documents in PandaDoc with HubSpot CRM insights. - Another perk? By leveraging PandaDoc’s payments integration with Stripe, TPD has been able to provide clients a 'Pay Now' option from their online invoices. This functionality provides their sales team visibility into invoice collections within PandaDoc. TPD’s Pay Now option has improved cash flow by reducing the number of days outstanding by 50% compared to other payment methods. 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.” Table of Contents Table of Contents - [Seeking a Solution to the Conventional Onboarding Process](https://www.hubspot.com#seeking-a-solution-to-the-conventional-onboarding-process) - [Automating Processes Surrounding Documentation within the HubSpot CRM](https://www.hubspot.com#automating-processes-surrounding-documentation-within-the-hubspot-crm) - [Hitting Massive Scale while Reducing Time and Resources Spent](https://www.hubspot.com#hitting-massive-scale-while-reducing-time-and-resources-spent) Previous Next -  -  > Since starting to use HubSpot & PandaDoc about 9 months ago, we have sent out over 500 contracts for our clients to review and sign electronically. The feedback from clients has been great!” Kelsey Boyd Director of Business Systems & Processes TPD  ### Start Growing With HubSpot Today With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier. [Get a demo](https://offers.hubspot.com/crm-platform-demo?authuser=0) ##### Related Case Studies -  ### Colt Nets 25% More Marketing Leads in 2 Years with HubSpot - Professional Services - 200-1,000 employees - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/colt?authuser=0) -  ### Sandler Drives 25% More Engagement and 4x Sales Leads by Creating Personalized Experiences with HubSpot's AI - Professional Services - 200-1,000 employees - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/sandler?authuser=0) -  ### How M Square Media Aligns a 300-Strong Global Team and Closes More Deals with HubSpot - 200-1,000 employees - Canada - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/m-square-media?authuser=0) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?authuser=0) - 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 ### How M Square Media Aligns a 300-Strong Global Team and Closes More Deals with HubSpot - 200-1,000 employees - Canada - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/m-square-media?authuser=0) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?authuser=0) -  ### How Vision33 Wins Mid-Market Manufacturers Faster, with HubSpot's Prospecting Agent - 200-1,000 employees - Canada - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/vision33-prospecting-agent?authuser=0) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?authuser=0) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?authuser=0) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics?authuser=0) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio?authuser=0) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services?authuser=0) [See all case studies](https://www.hubspot.com/case-studies/directory?authuser=0) [Back to top](#) Back Close ## Popular Features - [All Products and Features](https://www.hubspot.com/products?authuser=0) All Products and Features - [HubSpot AEO](https://www.hubspot.com/products/aeo?authuser=0) HubSpot AEO - 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