Case Study: 40Nuggets achieves streamlined proposals and reduced onboarding waste with PandaDoc

40Nuggets turned template frustration into success

40Nuggets is a creative agency that turns site visitor data into qualified leads, using Pipedrive as their CRM and relying on proposals and quotes to close deals. Their proposal process was chaotic—spreadsheets, Google Docs and saved email templates led to disorganization, frustration and wasted time.

By adopting PandaDoc for proposals and quotes, 40Nuggets streamlined document creation, improved organization and tightened their qualification flow. The team now weeds out users who would have dropped later in onboarding, reduces wasted effort and speeds up sales operations, according to Chaya David, Head of Customer Success.

40Nuggets

Chaya David

Head of Customer Success