Case Study: AMBS Call Center achieves 99% reduction in document creation time with PandaDoc

Ambs Call Center increases close rate by 17%

AMBS Call Center is a family-owned, 24/7 call center that provides customized answering and customer support solutions. They were hampered by a manual, PDF-based document process that didn’t integrate well with HubSpot, making proposals and HR paperwork slow and inefficient—proposal creation could take weeks.

By rolling out PandaDoc across Sales, Finance, HR, Accounting and Marketing and linking it to HubSpot, AMBS moved to e-forms and e-signatures with automated data flow. The result: proposal turnaround went from weeks to minutes, document processing is 10× faster (99% reduction in creation time), deals now close in about three days, they save roughly 10 hours a month, and cross-team collaboration and reporting have greatly improved.

Ambs Call Center

Aaron Boatin

President