How PandaDoc Uses Chili Piper to Accelerate Their Entire Revenue Team

PandaDoc is an all-in-one document automation software that streamlines the process of creating, approving, and eSigning proposals, quotes, and contracts.

For a high velocity business like Pandadoc, with hundreds of thousands of website visitors and 20-30 thousand trials each month, rules of engagement and speed to lead are critical to driving revenue.

Denis Malkov, Director of Revenue Operations at Pandadoc, knew that every conversion centered around a meeting and he needed to implement a system that would manage the important task of assigning and routing meetings without having to rely on a spreadsheet.

The team at Pandadoc has since implemented Chili Piper across their entire revenue team including SDRs, AEs, CSMs, AMs, and even Product Managers. Using separate workspaces in Chili Piper with meeting queues based on company size, they are able to route accounts and meetings to the correct owner, automatically.

With this new system in place, Chili Piper is helping Pandadoc increase their speed to lead to under five minutes, allowing AEs to get on the phone with high value leads and trials as quickly as possible.

Results

Speed to lead

Responding to leads in less than five minutes.

Eliminated spreadsheets

... with a sophisticated solution that allowed them to scale.

Frictionless buyer experience

Putting their reps in front of high value leads and trials as quickly as possible.

How?

Implemented Chili Piper across their entire revenue team - SDRs, AEs, CSMs, AMs, and PMs.

Created separate workspaces in Chili Piper with meeting queues based on company size. Routed accounts and meetings to the correct owner, automatically.

Responding to leads in under five minutes, allowing AEs to get on the phone with high value leads and trials as quickly as possible.

Denis Malkov

As an operations guy trying to remove friction from my revenue team members' days, Chili Piper has been a big win.

Denis Malkov

Director of Revenue Operations @ PandaDoc

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