Case Study: AxisCare achieves 60% faster document generation and 50% shorter sales cycle with PandaDoc

AxisCare reduces time to close over 50%

AxisCare, a fast-growing leader in web-based non-medical home care software, faced a cumbersome sales and document process. Proposals were built in Word, converted to PDFs, and required clients to print, sign, scan or photograph documents, producing a 3–5 day turnaround that slowed sales and hurt the sign-up experience.

AxisCare implemented PandaDoc, using templates, fields and live document generation during demos so proposals could be personalized and sent in minutes with built-in eSign. The change cut document generation time by about 60% and time to close roughly 50% (average close time fell to 1–3 days), removed separate tools for creating/eSigning/storing documents, and reduced non-selling busy work.

AxisCare

Beau Dagget

Sales Executive