HRC Total Solutions cut spend by 65% by switching from Docusign

The challenge

HRC Total Solutions faced significant challenges working with Docusign - it wasn't adapting quickly enough to their growing operations. The need for a tool that offered a robust feature set and better support for their complex needs drove them to look for a better solution.

The solution

HRC Total Solutions implemented PandaDoc across their entire company, with every employee holding a PandaDoc license to streamlining their internal operations. Making the switch from Docusign to PandaDoc resulted in an 80% reduction in time to create proposals and saved them $13k annually. 

Making the switch to scale

HRC Total Solutions is the go-to partner for Exchange, HR, Payroll, COBRA, and Benefit Administration needs. Recognized nationally as a leader, the company aims to simplify administration through technology and provide cost-effective solutions without compromising on customer service.

HRC Total Solutions encountered significant hurdles while using Docusign. The primary challenge was the cost associated with their plan, which restricted them to only two team members holding Docusign licenses. This limitation placed immense pressure on these employees, leading to bottlenecks in document processing and management.

They also struggled with the level of customer support Docusign was able to provide their growing team. They rarely received any communication from Docusign except during the renewal period, leaving their ability to grow and adopt the tool unaddressed. This lack of support meant that there was no assistance or guidance on how to scale their operations efficiently using Docusign, adding to their frustration and pushing them to seek an alternative solution.

Finding the right solution

Joshua Dupuis, Chief Operating Officer at HRC Total Solutions, compared PandaDoc with other popular platforms including Docusign. They ultimately chose PandaDoc for its competitive pricing, robust feature set and consistent customer support. Unlike their previous platform which treated them "like a number". "PandaDoc is good at fitting into what we need, not the other way around", Joshua said.

Partnering with PandaDoc

The PandaDoc difference meant HRC Total Solutions got the support they needed as they continued to grow. When it came time for HRC Total Solutions to integrate PandaDoc with their CRM, Monday.com, Joshua met with PandaDoc's Solution Engineers to implement the API integration and tailor solutions for their complex use-cases. This was instrumental in further streamlining their workflows and saving time—a task that Docusign wouldn't consider due to their contract size.

PandaDoc's support has been unwavering, regularly hopping on calls to troubleshoot issues and ensure that HRC Total Solutions is maximizing the tool's potential. This proactive approach has ensured that when the company is ready to expand, they have all the necessary tools and knowledge to succeed.

Cost-effective without compromising on features

Joshua has seen the value of PandaDoc's feature set and noted the continual launch of new features that will help them continue to scale. HRC Total Solutions now enjoys an all-encompassing toolkit with PandaDoc, receiving not just the features they had with Docusign, but so much more — all at a fraction of the cost:

• DocuSign limited HRC Total Solutions to capturing digital signatures. With PandaDoc, HRC Total Solutions can work out of a single software to generate, prepare and send documents all in one place. With our drag-and-drop editor, integrations and workflow automation tools, they’ve streamlined their entire proposal creation workflow and supports them from start to finish.

• DocuSign can help if you’re just trying to capture digital signatures. However, that’s only one small step in the document creation process. Rather than forcing your sales team to work in multiple software tools, use the PandaDoc document editor to generate, prepare, and send your documents all in one place. Our e-signature tools combine with our drag-and-drop editor, onboard integrations, and workflow automation tools to create a streamlined workflow that can support you from start to finish. From document editing to final signoff, PandaDoc has the tools to help.

Using PandaDoc company-wide

With the cost-savings and ease of adoption HRC Total Solutions has seen with PandaDoc, every team in the organization has been onboarded in PandaDoc, proving its value across several document types and departments: sales, client relations, implementation, executives, and anyone else using contracts are reaping the benefits of PandaDoc.

"We reduced our time spent creating a single proposal by 80%. Things got done faster with PandaDoc. It made everything better" - Joshua Dupuis, Chief Operating Officer at HRC Total Solutions.

Reduced time-to-create by 80% and save $13k a year

With PandaDoc, HRC Total Solutions could put an end to the excessive spending on document management that treated them as just another customer. Now, their teams are able to create, send and sign documents all in one day without worrying about additional costs per signature. PandaDoc's user-friendly interface made document creation faster and easier, with the ability to readily deploy into their environment.

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We reduced our time spent creating a single proposal by 80%. Things got done faster with PandaDoc. It made everything better

Joshua Dupuis

Chief Operating Officer at HRC Total Solutions