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 1. Home
 2. Case studies

Chili Piper


CHILI PIPER INCREASES CLOSE RATES BY 28% AND SAVES 12 HOURS PER WEEK

15
minutes saved per contract
28%
increase in close rates
Request a demo
Industry
Software
Department
Sales, Customer Success
Use case
Proposals
Company size
51-200
Region
North America
Switched from
PayPal
Integration
Salesforce

Chili Piper, a sales technology pioneer, transforms how B2B revenue teams do
business. Their innovative scheduling platform is used by Square, Intuit, Twilio
and over 300 thought-leading companies to convert leads into meetings and
prospects into buyers.


THE PROBLEM

As a fast-growing tech firm, Chili Piper’s revenue teams were quickly outgrowing
their initial sales processes. With an ever-expanding enterprise customer base,
they required a centralized place for contract management – a tool that could
make Account Executives more responsive and clients happier.

Their process had sales reps sending out invoices from PayPal and marking deals
as closed-won only after receiving payment. Account Executives (AEs) who wanted
to put their best foot forward with clients were weighed down by the inefficient
document workflows in place that made negotiations and signing challenging.

> “We were at a point where we needed to make the switch from cash to accrual
> accounting, and that couldn’t happen without a contract management system in
> place not only for documentation reasons but also to help finance deliver
> invoices to new clients and better manage revenue recognition.” Scott Haney,
> Revenue Operations team member 

Other departments at Chili Piper felt the effects of bottlenecked contracts and
chaotic document organization. HR, marketing, and Revenue Operations (Rev Ops)
alike realized that a tool to create, send, and track their documents was no
longer a “nice-to-have”, it was a need to have, and fast.


THE SOLUTION

After initial research, Chili Piper’s leadership team identified PandaDoc as the
best solution to quickly enhance their growing sales needs.

Chili Piper’s Rev Ops team integrated PandaDoc with their CRM, Salesforce, built
custom document templates and trained their entire team on how to use the tool
in less than a week. The Salesforce integration with PandaDoc was a major
selling point for Chili Piper as it eliminated the need to manually transfer
customer data from their CRM into their documents. The 2-way sync between
Salesforce and PandaDoc automatically changed fields on a Salesforce object so
that their sales records were always accurate and up-to-date.

The team was thrilled with PandaDoc because it resolved all of their document
workflow challenges across multiple teams. PandaDoc gave Chili Piper a tool
that:

 * Speeds up contract creation time and eliminate errors for RevOps
 * Allows for easy invoicing and renewals for Finance
 * Enables AEs to quickly close deals with professional e-signatures
 * Tracks and measures growth within existing systems for leadership

Thanks to the integrations, payment functionality, and other time-saving
features of PandaDoc, Chili Piper’s internal processes became as streamlined as
the product they were selling.


THE RESULTS

Since implementing PandaDoc, Chili Piper’s global team has seen widespread
adoption across the entire revenue organization, including practical
applications on the Sales, Finance, Rev Ops, and leadership teams.

> “The biggest plus with PandaDoc is the 28% increase in close rates our reps
> have seen, followed closely by the nearly 12 hours per week we’ve been able to
> save when creating, storing, and sharing sales documents.”Revenue Operations,
> Scott Haney

PandaDoc’s intuitive templates, secure payment processing, eSignature
functionality, and streamlined document storage remedied the major pain of Chili
Piper’s Rev Ops team while improving the day-to-day for the rest of the
organization.


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LEARN FROM OTHER SUCCESSFUL COMPANIES USING PANDADOC

Consulting

OpMentors decreases proposal creation time by 90%

Other

PJ Callaghan increases close rate by 40%

Consulting

Revenue River increases closed-won revenue by 223%


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