PandaDoc
136 Case Studies
A PandaDoc Case Study
Avella is a national specialty pharmacy that supplies compound products to hospitals and medical facilities. Facing a competitive market, their sales team was stuck building proposals in Microsoft Word—an error-prone, time-consuming process that produced uninspiring materials and created approval bottlenecks, so Sales Operations Director Stan Pflueger set out to find a better solution.
By integrating PandaDoc with Salesforce and building a library of templates and content, Avella automated pricing, pulled CRM data into interactive proposals, and added embedded video and e-signatures. The result: proposal creation dropped from about an hour to minutes, close rates rose to 85%, most approvals occur within 48 hours (many same day), over half of proposals are signed within two days, and complex deals now close in under a week—letting reps manage more opportunities and drive faster growth.
Stan Pflueger
Sales Operations Director