Case Study: Carr Workplaces achieves 15% faster time-to-close and $100K annual software savings with PandaDoc

Carr Workspaces saves $100k annually on software

Carr Workplaces, a U.S. provider of flexible office workspaces across major cities, faced rapid growth and needed a new CRM and a robust proposal/quote solution to support its expanding sales team. After choosing HubSpot CRM, the company sought a complementary tool to produce professional, accurate proposals and streamline the sales process.

They implemented PandaDoc integrated with HubSpot, quickly rolling out on-brand proposal templates, approval workflows, and a tracking dashboard that automated sending, approvals, signatures, and sales analysis. The change improved accuracy and productivity, sped up sales velocity, reduced time to close by 15% in one quarter, and eliminated extra software—saving over $100,000 annually.

Carr Workplaces

Ashley Buckner

VP of Sales