Serve up success: Push Operations cut data entry time by 50+ hours per week with PandaDoc

Push Operations sped up onboarding and gave hours back to their sales team by automating customer documents. 

High-volume business, complex onboarding

In just three years, Push Operations grew 300%. They now manage 25+ signed deals a week with 40 active PandaDoc users.  As their business scaled, their original process couldn’t keep up. What started as a sales-only tool became a critical part of their tech stack across sales, customer success, and onboarding. 

Why the old way wasn't cutting it

Push Operations originally evaluated PandaDoc for a small team, but as their business scaled, they needed a document platform that could keep pace. The CEO later received a competitive offer from Docusign at nearly half the cost. Push Operations was upfront about the offer, but saving money wasn’t the priority.  They needed tech that could keep pace with their growth. 

As Cam Harold, the Senior Vice President of Revenue, explained, “Our tech stack hasn’t scaled with us.” 

The team needed a platform that could:

• Handle high volume with around 150 onboarding processes at once 

• Eliminate manual data entry between systems

• Break down complex onboarding packages into smaller steps 

• Embed or link e-signature capabilities directly in their onboarding tools

• Scale with a fast-growing team that needed at least four new user licenses 

They chose PandaDoc because it delivered a better experience and could scale with them. Their experience with PandaDoc has been consistently positive, citing a great team, excellent product usability, and a lack of significant pain points. "Our experience with PandaDoc has been consistently positive," says Cam Harold. "a great team, product usability, and we haven't encountered any significant pain points." 

PandaDoc supported  their smaller team early on and had the features to grow with them.

"The ability to keep pace with our growth was huge" said Cam. "This contrasts with other parts of our tech stack that haven't kept up, necessitating a move to larger platforms for things like our CRM.”

An automated, streamlined path to go-live

Push Operations went all in on PandaDoc to build a fully automated customer onboarding experience. They’re currently building an AI-first system that pulls data from client emails or Zendesk tickets and automatically fills Salesforce fields. Once done, that data will flow into PandaDoc, pre-filling nearly everything needed for onboarding without requiring manual input.

With this automated setup, the onboarding team simply hands off the final documents for review. When clients reach the signing stage, the forms are already auto-populated.

This workflow is a big win for their customer experience — a smooth onboarding where customers simply review and sign, without the hard work of paperwork. 

The results: Speed, efficiency, and significant savings

PandaDoc’s role in this new system that Push Operations built has had a direct impact on the company’s bottom line by shrinking the time it takes new customers to go live. When tight deadlines hit, filling out forms used to be the biggest bottleneck.

And the results? They’re already massive: :

• Time spent on documents has been cut by more than half compared to the old pen-and-paper method

• The team’s goal is to eliminate the estimated ten hours per week, per person spent on manual data entry

• PandaDoc helped them scale from five users to over 40 without disruption

Looking ahead

With a modern platform and a highly efficient onboarding system in place, Push Operations is focused on its future as an “AI-first company.” With PandaDoc as their partner, they’re focused on faster time to value, lower risk, and a better customer experience. 

“PandaDoc grew with us when other software couldn’t. When we had the chance to switch to a competitor, we stayed because we needed a partner that could truly scale with us. It’s a huge win for the end-user, and it directly impacts our bottom line by getting customers to go-live faster.” Cam Harold, Senior VP of Revenue Operations at Push Operations