Case Study: A Healthy Balance, Inc. achieves time savings and increased client capacity with PandaDoc

A Healthy Balance, Inc. - Customer Case Study

A Healthy Balance is a health and fitness firm that creates custom wellness programs for organizations and manages proposals, quotes, contracts, and forms through Insightly. Faced with a need for a faster, cleaner document workflow to save time and better handle multiple prospects and active clients, they looked for a way to streamline their selling process.

By adopting PandaDoc alongside their CRM, A Healthy Balance simplified document creation and presentation for proposals, quotes, contracts and forms. The change “saves me a lot of time in the selling process, saves my clients and prospects time, and is very clean and easy to view,” and “has allowed me to juggle more prospective and active clients at one time,” says CEO Nikki Tierney.

A Healthy Balance, Inc.

Nikki Tierney

CEO