The struggle was real
For the team at Wizehire, creating contracts felt like running a gauntlet — time-consuming, repetitive, and way harder than it needed to be. Their Docusign setup wasn’t cutting it: Salesforce previews were glitchy, data fields didn’t map correctly, and even a simple task like changing a signer wiped out entire fields. Frustrating, to say the least.
On top of that, support was lacking, leaving their team stuck in a constant loop of troubleshooting instead of closing deals. It became clear they needed a solution that actually worked.
Finding the right fit with PandaDoc
PandaDoc has helped the team at Wizehire level up their processes with a user-friendly platform and reliable customer support. By cutting contract creation time by 92%, they’ve unlocked major efficiency gains. Plus, with a seamless Salesforce integration, their days of manual fixes and troubleshooting are over.
From frustrating bottlenecks to effortless workflows
Wizehire is all about helping businesses grow their teams with confidence, combining smart software with hands-on expert support. When their Sales Ops team needed a way to streamline contract management, PandaDoc was the obvious choice.
But things took a turn.
A company restructuring left April Fleming, Wizehire’s Revenue Operations Analyst, suddenly in charge of managing PandaDoc. The teammates who set everything up? Gone.
With no real guidance, things got messy. When renewal time rolled around, without established processes or clear handoffs from former administrators, Wizehire saw an opportunity for a fresh start and improved efficiency. Drawn in by promises of quick enablement, smooth integration, seamless transition, and strong support, the team strategically decided to sign on with DocuSign. After all, it’s DocuSign—what could go wrong?
However, challenges arose along the way.
- Their Salesforce integration? Not great. Document previews glitched out, leaving April’s team guessing how contracts would actually look to clients.
- The template setup? A total time suck. Data fields from Salesforce didn’t map correctly, leading them to manually re-enter data into documents.
- Editing capabilities? Added more errors. Changing signers randomly deleted fields, meaning April had to recreate templates multiple times.
To top it off, customer support hadn’t improved, either. April was stuck troubleshooting daily — correcting contracts, dealing with broken drafts, and making endless manual edits just to get documents out the door.
At this point, it was obvious: Wizehire needed to make a change.
Wizehire returns to PandaDoc
For Wizehire, coming back to PandaDoc wasn’t just about switching software — it was about getting back to everyday processes that actually worked. After dealing with constant roadblocks and inefficiencies, April and her team were more than ready for a solution that was consistent, easy to use, and backed by reliable support. They needed something that wouldn’t slow them down.
PandaDoc delivered.
Getting more hours back in the day
After months of struggling with glitchy field mapping, frustrating workarounds, and wasted time, Wizehire knew they needed a contract solution that actually made life easier. PandaDoc’s seamless Salesforce integration and automated customization finally gave them the smooth, efficient contract solution they had been looking for.
Now, Wizehire’s sales team operates like a well-oiled machine:
- They can create smart, customizable templates that automatically sync data between Salesforce and PandaDoc.
- They’re able to create, finalize, and send agreements in just a few clicks — without ever leaving Salesforce.
- They have cut contract creation time from an hour to just five minutes, freeing up time to focus on closing deals.
Not reflective of Wizhire’s PandaDoc instance
With PandaDoc, Wizehire is getting way more contracts out the door with confidence and saving reps’ time and energy to focus on what really matters: delivering a high quality buying experience to customers.
Small changes, big impact
Before PandaDoc, sending contracts via email was a multi-step hassle — Now, Wizehire can send agreements via email and SMS directly from PandaDoc in one simple step. A small tweak, but one that’s saving the sales team tons of time.
Not reflective of Wizhire’s PandaDoc instance
“Just having the email and SMS feature is great. Our sales reps don’t need to copy and paste the link, and then go email it or text it. They can do all that at once.”
—April Fleming, Revenue Operations Analyst at Wizehire
More than just contract software
Beyond the tech, Wizehire found something even more valuable: a real partnership. Unlike their experience with their previous provider’s support, PandaDoc’s team is there every step of the way, helping them fine-tune their setup and get the most out of the platform.
PandaDoc’s onboarding addressed a critical gap in their prior experience with the platform. In Wizhire’s earlier experience, only administrators went through the onboarding process. When the company returned, PandaDoc ensured both administrators and sales reps underwent onboarding, empowering the entire team to use the platform effectively.
Tangible, everyday results with PandaDoc
- Increased Document Output: With PandaDoc, the customer is sending 25% more documents per month than they did with DocuSign.
- Faster Document Creation: PandaDoc cuts document creation and sending time from 2 hours to just 6 minutes—a 95% time savings.
- Lightning-Fast Completion: Documents are signed 46x faster with PandaDoc, reducing the average completion time from 3.7 days to just 1 hour and 57 minutes.
With PandaDoc, Wizehire’s team can focus on what they do best — helping businesses hire great people, without getting bogged down in manual processes.
"PandaDoc has a personal touch — they listen, adapt, and support us like true partners. This has made all the difference. I know I can reach out to them anytime. They take their time to walk us through everything, and I can trust that they’ll help us resolve any issues quickly."
