Q: What were the challenges you faced with contract management before PandaDoc?
A: We’re a volume business withmany contracts going out in a given week, and everything was being done manually. Reps had to draft their own MSAs and quotes, which took forever and led to inconsistencies. Sometimes they would tweak language without realizing the compliance risks. On top of that, tracking pricing and discounts across multiple markets was difficult with our old system.
Q: Why did you choose PandaDoc over other solutions?
A: We checked out a few options, including HubSpot and Contractbook, but PandaDoc just made the most sense for us. It was easy to use, had solid automation features, and integrated seamlessly with HubSpot. We wanted something that would take the manual work off our plate and help us reduce errors, and PandaDoc checked all the boxes.
Q: How has PandaDoc improved how your team handles contracts?
A: Instead of reps spending time manually creating contracts, they just pull up a standardized template and send it out in minutes. Everything is synced with HubSpot, so we don’t have to worry about entering customer info or pricing manually. Plus, the approval process is automated, which speeds things up a ton. And now that we have better reporting, we can actually see pricing and discount trends instead of guessing.
Q: What measurable benefits have you seen since implementing PandaDoc?
A: The biggest win is the time we’re saving. Each rep can send out 4-5 contracts a day without it eating up their whole schedule. That’s at least an hour saved per person, per day. We’re also making way fewer mistakes now that we’re using standardized templates, so we don’t have to loop legal in as much. And leadership finally has a clear view of our pricing and discounts, which helps us make smarter decisions.
Q: Looking ahead, how do you see PandaDoc supporting Remofirst’s growth?
A: As we keep scaling, PandaDoc CPQ for HubSpot has the potential to be huge for us. Having more control over pricing data and discounts means we can be way more strategic with our sales approach.Pandadoc is already making our lives easier, and I can only see that continuing as we grow. For any company dealing with a high volume of contracts, this kind of automation is a total no-brainer.
"PandaDoc has changed how we approach contracts, not just in terms of efficiency, but in the quality of the decisions we’re able to make. We can actually spot trends and adjust our strategy based on what the numbers are telling us. That kind of visibility is priceless for a volume-driven business like ours."
