PandaDoc
136 Case Studies
A PandaDoc Case Study
BoxCast is a 51–200‑person hardware and software company that provides a live‑streaming platform to help organizations reach remote audiences. Their proposal and contracting workflow was a multi‑step, error‑prone process that prolonged sales cycles and diverted account executives from higher‑value opportunities.
By integrating PandaDoc with HubSpot and using PandaDoc’s API for upgrade proposals and self‑service purchases (including automatic RMAs), BoxCast halved proposal creation time, created nearly twice as many proposals, and doubled their acceptance rate. They also onboarded nearly 100 referral partners and saw a 758% increase in upgrades from proposals.
Kyle N.
Sales Manager