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Brian Minick
Brian Minick
Operations Manager
15,000
contracts per year
50%
cut document creation time by
13 hours
team now saves per day
Sugar
CRM used
101-200
Company size
Software Provider
Industry

SproutLoud Saves $6500 Per Month By Consolidating Multiple Tools with PandaDoc

SproutLoud is a leading marketing platform that helps corporations manage and deploy local marketing campaigns through an easy-to-use online portal. Based in the sunny state of Florida, and in business for over 10 years, SproutLoud’s impressive client list includes Better Homes & Gardens, Sandals Resorts, and Kimberly-Clark.

Multiple apps meant multiple errors.

SproutLoud needed a way to make their team more efficient. They were using multiple apps (EchoSign, MS Office, Sugar CRM, and Zendesk) to manage contracts, e-signatures and customers. Since the tools didn’t integrate well with one another, they were doing a lot of manual work between each platform. This ran the risk of introducing errors and added more time spent preparing each contract.

“We were looking for a way to reduce the wasted time of the back-and-forth between platforms,” says Brian Minick, Operations Manager. “After looking at several options, we chose PandaDoc as our preferred solution partner.

SproutLoud finds the right vendor partner with PandaDoc.

When SproutLoud initially contacted potential vendor partners, they found most were lacking a Zendesk integration. This was a major concern as the workflows they needed to streamline revolved around Zendesk. None of the potential solutions had the integration that could create the seamless workflow SproutLoud needed.

“We interviewed a few potential partners and out of all of them, PandaDoc seemed the most interested in helping us with an integration,” said Minick. “We’ve seen at least a 50% reduction in time to create and send out contracts. The PandaDoc team has been great to work with and we couldn’t be happier with our decision.”

With PandaDoc, SproutLoud can now manage all of their contracts from inside Zendesk, which is where the team spends most of their time. Because PandaDoc is a full-featured document automation platform, they are able to create reusable contract templates in their PandaDoc account and within the Zendesk interface. They can also have the contracts reviewed and approved by management prior to sending, get electronic signatures, and track all sent documents — all within Zendesk.