TPD Cuts Client Onboarding Time by 75% by Using HubSpot CRM and PandaDoc Integration

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.”