The challenge
During the pandemic, Pierre Roy & Associés faced the challenge of adapting to remote operations and handling a surge in digital document transactions. Initially using Docusign, their per-envelope pricing model became increasingly expensive, and their API capabilities presented further obstacles, which made it high-cost and cumbersome to integrate document management into the tools they use every day.
The solution
PandaDoc connects seamlessly with Pierre Roy & Associés CRM via API Integration, so advisors never have to leave their CRM to manually upload documents. With a critical focus on security and compliance, they also use PandaDoc’s SMS verification feature, providing additional security and privacy for each document signed.
Remote transition during the pandemic
Pierre Roy & Associés is a licensed insolvency trustee firm specializing in bankruptcy and insolvency services that’s built a strong reputation for helping clients regain financial stability and confidence. With a client-first approach, the firm has successfully assisted over 40,000 customers across their many offices throughout Quebec.
Before 2020, Pierre Roy & Associés used primarily paper signatures as it was required by industry regulation, but with the pandemic these regulations were adapted and they began to shift all document management online. They initially ran into several obstacles while using their first provider, Docusign:
- Docusign’s per-envelope pricing model proved unsustainable for their high-volume document transactions, leading to increased operational costs that prompted the search for a more scalable solution.
- Docusign’s API integration was costly, complicated, and did not offer the accessibility needed for a streamlined document management process.
- Docusign’s feature set was restrictive, limiting Pierre Roy & Associés’ flexibility to operationalize a process that worked for them.
Jonathan Roy, Administrative Director at Pierre Roy & Associés, leveraged his software development background to find a document management solution that would integrate seamlessly with their custom-built CRM. PandaDoc’s easy-to-implement API integration stood out, seamlessly fitting easy-to-use document management capabilities into their pre-existing tools.
Integrating PandaDoc with existing systems
Pierre Roy & Associés uses a custom-built CRM, and it was critical that PandaDoc would integrate with their CRM — where their advisors spend the majority of their time managing cases. Unlike their experience with Docusign, PandaDoc’s API simplified the integration process and ensured a seamless experience for their advisors adopting PandaDoc:
- It takes only a single click in their CRM for an advisor to send a document for signature. The system automatically creates the document in PandaDoc and adds recipients using the information already stored in their CRM.
- Document status syncs back to the CRM, enabling advisors to monitor progress without logging into PandaDoc. Any advisor can check a client file, see if a document is out for signature, track who’s viewed it, and even receive reminders if it remains unsigned for more than two days.
The additional level of visibility helps their advisors focus on client interaction while still providing them full oversight of the signing process through the CRM.
“Integrating into our custom CRM was a critical piece of the puzzle for us. With Docusign, accessing the API was overly complicated and required a substantial financial commitment. With PandaDoc, API integration is a basic feature that’s easily accessible and incredibly powerful. Now when we need a document signed, it’s as simple as a single button click. The document is created in PandaDoc and the recipients are automatically added based on the information from our CRM. This integration was a massive improvement and has significantly enhanced our efficiency and capability.” —Jonathan Roy, Administrative Director at Pierre Roy & Associés
Secure signatures with PandaDoc Identity Verification
As a licensed insolvency trustee firm, Pierre Roy & Associés operates under strict government regulations that mandate the confidentiality and security of client data. The nature of bankruptcy and insolvency services requires handling highly sensitive client information, making it critical that documents are accessible only to the intended recipients.
By implementing PandaDoc’s SMS verification, Pierre Roy & Associés can guarantee that only the verified recipient can open and interact with the document. This extra layer of authentication requires recipients to verify their identity through their phone number before they are granted access, reinforcing the protection of confidential information for every single document that gets signed.
“The security of our client data is a regulatory requirement, and the peace of mind that comes with knowing our clients’ sensitive information is securely handled is huge. PandaDoc’s SMS verification provides the extra layer of security we need to ensure that our documents reach the right hands. It reassures both us and our clients that their financial details are protected through a straightforward but robust verification process. This feature has become a crucial aspect of our compliance strategy, allowing us to offer a level of trust and reliability that our clients expect and deserve.” —Jonathan Roy, Administrative Director at Pierre Roy & Associés
Streamlined approval processes with PandaDoc
Approvals and easy collaboration are key features that Pierre Roy and Associés depend on for their document management. The firm uses PandaDoc’s custom approval features that help key stakeholders quickly review, leave comments, and collaborate before the document is signed by a client. Whether a document approval demands the involvement of an entire team or a single person, these settings can be pre-configured while building a document template.
Signing orders are also configured within PandaDoc to enforce structure and security, ensuring documents are reviewed and sanctioned by the appropriate personnel in the organization, with the Trustee signing last to do the final verification before the document is sent to the client.
Going paperless and improving trust with PandaDoc
Through adopting PandaDoc, Pierre Roy & Associés has confidently navigated their transition to a mostly paperless signing environment. PandaDoc’s API easily fit with their custom CRM to significantly enhance their document management, and Identity Verification added a layer of security with SMS verification without complicating the signing process.
These improvements have led to time savings and ensured compliance with stringent industry regulations. As a result, Pierre Roy & Associés can offer their clients a reliable, secure service that instills trust and ensures that all financial dealings are conducted with security and compliance top of mind.
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"The security of our client data is a regulatory requirement, and the peace of mind that comes with knowing our clients’ sensitive information is securely handled is huge. PandaDoc’s SMS verification provides the extra layer of security we need to ensure that our documents reach the right hands. It’s a crucial aspect of our compliance strategy, offering a level of trust and reliability that our clients expect and deserve."
