Case Study: Above Green achieves 4x sales pipeline growth and streamlined, scalable proposals with PandaDoc

Above Green quadruples sales pipeline with PandaDoc proposal process

Above Green, a North American sustainability consulting firm, struggled to scale visually compelling proposals as it grew. After outgrowing Word and finding Adobe InDesign too complex for frequent use, the team faced bottlenecks when sending hundreds of proposals per month.

They adopted PandaDoc, creating templates for service variations, integrating with Salesforce to auto-populate contact and opportunity data, and using the PandaDoc API to automate workflows and triggers. The new process saved time, expanded their outreach, and more than quadrupled their sales pipeline and opportunity reach.

Above Green

V. Bataoel

Cofounder