Case Study: Bonusly achieves 70% faster proposal creation and saves 3 hours per week per employee with PandaDoc

Bonusly reduces document creation time by 70%

Bonusly is a B2B platform that helps organizations reduce turnover by promoting peer-to-peer recognition. The sales and customer success teams were bogged down by manual proposal workflows—using Apple Pages templates saved on individual desktops—so reps spent excessive time filling client details, couldn’t push global updates, and only personalized proposals for larger accounts.

After adopting PandaDoc (which integrates with HubSpot and Xero), Bonusly moved to centralized, CRM-populated templates and three-click proposal sends, eliminating many manual steps and reducing errors. The change cut document creation time by 70%, automated five manual tasks, saved about three hours per employee per week, and enabled the team to send three times as many contracts and proposals while improving sales efficiency and customer experience.

Bonusly

Emily Ciavolino

Bonusly