List of PandaDoc Contract Management Customers
San Francisco, 94104-5401, CA,
United States
Since 2010, our global team of researchers has been studying PandaDoc Contract Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased PandaDoc Contract Management for Contract Lifecycle Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using PandaDoc Contract Management for Contract Lifecycle Management include: Mission Healthcare, a United States based Healthcare organisation with 1800 employees and revenues of $300.0 million, Life Savers ER, a United States based Healthcare organisation with 40 employees and revenues of $4.0 million, A Healthy Balance, Inc, a United States based Healthcare organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using PandaDoc Contract Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The PandaDoc Contract Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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A Healthy Balance, Inc | Healthcare | 10 | $1M | United States | PandaDoc | PandaDoc Contract Management | Contract Lifecycle Management | 2017 | n/a |
In 2017, A Healthy Balance, Inc implemented PandaDoc Contract Management, a Contract Lifecycle Management application. The deployment used a cloud-hosted SaaS configuration suitable for a 10 employee healthcare services firm, with an initial focus on digitizing contract generation and execution workflows.
Implementation leveraged core Contract Lifecycle Management capabilities in PandaDoc Contract Management including template authoring, negotiated redline handling, electronic signature capture, approval routing, and a centralized contract repository with audit trails. The operational scope covered client engagements, vendor contracting, and administrative operations, and governance was introduced through controlled templates and formal approval policies to standardize contract intake and execution. A Healthy Balance, Inc is listed as a customer on the vendor site according to the PandaDoc case study.
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Life Savers ER | Healthcare | 40 | $4M | United States | PandaDoc | PandaDoc Contract Management | Contract Lifecycle Management | 2017 | n/a |
In 2017, Life Savers ER implemented PandaDoc Contract Management as its Contract Lifecycle Management solution to centralize contract workflows for a 40 person emergency care practice. The deployment was positioned to support administrative and clinical contract needs across emergency room registration, insurance verification, and collaborating physicians, aligning the application with front office and clinical support functions.
PandaDoc Contract Management was configured to deliver standard Contract Lifecycle Management capabilities including template and clause management, document generation for provider and vendor agreements, electronic signature, approval routing, and centralized contract storage. Configuration focused on lightweight automation of approval workflows and notification rules appropriate for a small healthcare provider, while preserving document audit trails and version control for regulatory and billing touch points.
The implementation included integration touch points with the practice EHR and EMR systems to surface contract documents alongside clinical workflows and to support registration and payer communication processes. Operational governance established centralized contract ownership among administrative leads and standardized intake and approval workflows for the emergency department and registration staff, enabling consistent handling of provider agreements and third party vendor contracts within PandaDoc Contract Management.
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Mission Healthcare | Healthcare | 1800 | $300M | United States | PandaDoc | PandaDoc Contract Management | Contract Lifecycle Management | 2014 | n/a |
In 2014, Mission Healthcare implemented PandaDoc Contract Management. PandaDoc Contract Management is deployed as the Contract Lifecycle Management solution supporting administrative teams across Mission Healthcare's United States branch network, used to organize forms, file records, and prepare correspondence and reports.
The implementation emphasized forms management, process creation and update workflows, records filing, and correspondence and reporting capabilities within PandaDoc Contract Management. Configuration work included establishment of PandaDoc admin controls for document templates, role based access for contract authors and approvers, and structured document repositories to standardize contracting and administrative processes.
Operational integrations and infrastructure work were part of the deployment, with Zendesk used as the ticketing system for incident and change management, remote support delivered via TeamViewer and ShowMyPC, and secure connectivity established through VPN configuration on a SonicWall firewall. VOIP phone provisioning was configured for field connectivity, and asset administration was maintained through Verizon admin, PandaDoc admin, and Maas360 admin consoles, while EMR troubleshooting extended to McKesson and HCHB systems when contract or record issues intersected clinical workflows.
Governance and rollout included on site travel to different company branches and buildings as needed to validate configuration and user adoption, a combination of phone, email and remote sessions to support users, and formalized process updates to create and update existing procedures. Day to day operational ownership rested with PandaDoc administration and Zendesk driven support workflows to manage requests, incidents, and correspondence related to contract lifecycle tasks.
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Buyer Intent: Companies Evaluating PandaDoc Contract Management
- Dotsquares, a United Kingdom based Professional Services organization with 10 Employees
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