Case Study: Avantio achieves faster proposals and boosted sales with PandaDoc

Avantio sends proposals in 10 seconds and boosts sales with PandaDoc

Avantio, a property management software company, needed a faster way to create and send proposals after its old document process with Docusign caused delays, manual field setup, and too much time spent on document prep. The team also struggled to clearly communicate its growing range of managed services, including web design and digital marketing, to customers.

With PandaDoc, Avantio built professional templates with pre-filled fields, edited proposals quickly, and integrated document tracking into Salesforce for better visibility. PandaDoc helped Avantio send proposals in as little as 10 seconds, cut document creation time by 90%, reduce errors, and boost digital marketing sales, which doubled within one month.

Avantio

Marija Miše

Customer Success Manager