PandaDoc Raving Fan Story
Hear from Nora Hanagan-Breen, Senior Director of SMB & Commercial Sales, and Katie Drury, Head of Revenue Enablement at PandaDoc, about their experience working with TA Sales to help build the outbound process at PandaDoc.
Key Highlights:
Successful Culture Shift to Outbound Sales
TA Sales guided PandaDoc through the transition from an inbound-heavy motion to a more outbound-driven culture. By equipping reps with the right playbooks, coaching, and accountability frameworks, they empowered the team to confidently generate pipeline rather than rely solely on inbound demand.
Becoming a Trusted Extension of the Team
Instead of acting as a detached consultant, TA Sales integrated deeply into PandaDoc’s sales organization. Their credibility, industry expertise, and cross-functional engagement gave them influence beyond traditional enablement, earning buy-in from leaders and reps alike.
Delivering Measurable Improvements
Through structured processes, outbound rigor, and consistent coaching, TA Sales helped PandaDoc achieve tangible outcomes: a stronger outbound pipeline, operational discipline, and a mindset shift toward high performance and continuous improvement.