CRM used
HubSpot CRM
Human resources

TPD is an international Workforce and HR Solutions company that partners with clients and talent pool to help people succeed and help organizations perform. TPD provides scalable HR solutions that are backed by the best retention programs and service guarantees in the industry.

saved per month
hours saved per month
decreased onboarding time

The problem

Working in HR, TPD deals with a lot of paperwork. And paperwork brings headaches. First, there’s a lot of it. Anyone who’s ever been hired, or has hired others, knows that there are multiple forms and contracts to fill out. This means a lot of printing, filling out/signing, scanning, sending back, and filing.

Second, all of this paperwork is being sent out by multiple people at TPD and employees didn’t have a centralized virtual location to access all of these documents from their various office locations across North America. That created problems with old legal language, inconsistent branding, errors, and more.

Putting the documents together was also painful for employees. It simply took too much time. For each document, they put together the content and branding elements in Microsoft Word, converted them to fillable Adobe PDF forms, and then uploaded them to their CRM, where their PDF forms were hosted, then downloaded for use. This was a cumbersome process that didn’t allow for consistency since each employee often referred to forms saved on their local computers instead to save time.

The solution

TPD needed to update all of their collateral with their new branding, update their operating name and legal clauses, etc. Because each TPD employee worked off documents stored on their local computers, it wasn’t an easy task. So, they knew they needed a new streamlined approach to create and maintain consistency, as well as to make it easier for their team to send out the correct documents.

Why PandaDoc?

TPD was already using HubSpot. Kelsey Boyd, Director of Business Systems & Processes, took a look at their integrations and noticed PandaDoc. She also looked at some other electronic signature tools, but what sold TPD on PandaDoc was because it delivered so much more.

Electronic signatures are a part of PandaDoc’s offering, but Boyd was excited because it was also a full document automation suite. It allowed TPD to have a centralized tool to store all of their documents, have controls on branding as well as content, and have their employees spend less time on administrative work. They also realized they could use PandaDoc for their online invoicing with Stripe, another advantage that other tools didn’t offer.

“Having approved content and standardized workflows in place, allows our people to optimize their use of time! People do as well as they know how to do. If you can set the foundation for success and create the standardization for them, they’re going to be able to do what they do best and maximize productivity in their role. Which, from a business perspective, is crucial.” Kelsey Boyd, Director of Business Systems & Processes

The results

Since implementing PandaDoc, their return on investment has been clear. They’ve already optimized $18,000 ($3,700/mo), by reducing administrative wages related to their HR processes. Also, they’ve been able to get rid of other software licenses, like Microsoft Office and Adobe, thanks to PandaDoc’s document creation tools.

They’ve also decreased the amount of time it takes to onboard each new hire from one hour to just 15 minutes, totalling 188 hours a month. That’s a huge difference and since it’s Boyd’s job to review and quantify ROI on all new tools, “the numbers tell the story here,” she noted.

But it was more than just seeing the results in the numbers. Almost immediately after implementing PandaDoc, TPD “successfully hired and onboarded over 300 people in less than two weeks due to the Fort Mac Wildfire crisis,” Boyd said.

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