How PandaDoc books more demos, faster, thanks to Chili Piper
From scattered links to a single streamlined system
PandaDoc is an all-in-one document automation platform that helps businesses streamline the creation, delivery, e-signing, and payment of digital documents. They have been a Chili Piper customer since the early days, long before “RevOps” became a buzzword.
David Garske, the former Marketing Operations Manager, was in charge of a fast-moving GTM team with complex scheduling needs.
His focus? Keep scheduling smooth for prospects, simple for reps, and easy for Ops to manage.
“Frankly, [Chili Piper] is one of the cornerstones of our business, because a lot of our business comes from those inbound demo requests”
David Garske, former Marketing Operations Manager at PandaDoc
How scattered links broke the flow
“There were like 30 different links floating around.”
When David joined PandaDoc, scheduling was messy.
Reps had a different link for every campaign, segment, and AE. A small change meant hours of manual updates.
“Anytime you wanted to make a change, you had to go into every single one and do it over and over.”
Outbound handoffs were even more complicated. BDRs had to sync calendars and route by hand. That led to scheduling errors and missed opportunities.
“It was a lot of manual work... It was messy.”
One link, no confusion
“We’re not maintaining 30 links anymore.”
Today, everything runs through Chili Piper flows. With over 50 custom routing rules, PandaDoc automatically directs leads to the right rep based on geography, language, company size, and more.
“We’ve grown a lot of complexity in our routing, and Chili Piper’s been along for the ride.”
At PandaDoc, using Concierge, Handoff, and Chilical makes it easy to update rules and flows in minutes, all in one place. Rules and Teams only need to be updated once and reflected across their booking flow. No more juggling tools or chasing updates. Reps get booked faster, and meetings happen without manual rescheduling.
According to David, being able to build and manage the logic himself was a major selling point. The visual router helps him keep it all straight, even when training new teammates.
“Having them sequenced correctly, seeing what’s happening, that’s made a big impact… I appreciate being able to build out and own the logic.”
A funnel built to scale
With over 100 inbound requests from new prospects every day, plus another 20–30 from existing customers, PandaDoc’s inbound motion doesn’t leave room for error.
“I can’t imagine trying to work that volume manually.”
No more scheduling drama.
With Concierge and Handoff in place, the team no longer worries about routing errors, link confusion, or missed handoffs. Chili Piper is embedded across PandaDoc’s website, product, and internal flows.
More importantly, it’s not just new business. The post-sales team recently celebrated winning an expansion opportunity, saying, “We just landed this because we have this button. Our customers didn’t know who to reach out to” to express interest in a new feature. But with Chili Piper, they requested a demo and were routed to their account team.
For RevOps, that’s the goal. A system that runs in the background without constant maintenance.
How it all comes together
When asked why they continue to use Chili Piper, David, it’s simple. “At the end of the day, it just works… there’s no gap I need to fill.”
With faster routing, smarter onboarding, and a system built to handle 100+ demos a day, PandaDoc keeps its pipeline moving and reps focused.
And for David, that’s the win.
“It’s great to have a single source of truth. We can do everything from one place. It’s flexible. It just works.”
Taylor Jennings is Head of Research at Chili Piper. She is passionate about asking questions (sometimes too many) and understanding user needs. Outside of work, you can find her exploring one of our beautiful National Parks, reading a book, or trying out a new brewery.
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