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 CRMUsing 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