Case Study: CaseWare achieves faster proposals and automated CRM workflows with PandaDoc

CaseWare - Customer Case Study

CaseWare Australia & New Zealand, a distributor of auditing and accounting software that also provides training and support, was spending up to an hour producing proposals in CaseView and emailing PDFs with no CRM or email integration. Training delegates completed and returned PDF forms that staff then entered manually, creating time-consuming workflows, lots of paperwork and no easy way to track proposal status or client communications. Squirrel Business Hub, a PandaDoc Platinum partner, assessed their processes and recommended a PandaDoc integration.

Squirrel implemented PandaDoc into the newly deployed Zoho CRM so proposals are pre-filled with CRM data, tracked for opens and signatures, and update pipeline stages automatically. Course delegate details are now captured or stored via the CRM, reminders and sales-order prompts are automated, and the sales team can create professional proposals in minutes rather than hours—halving manual data-entry for training bookings and giving a single view of all client communications.

CaseWare

Nataly Bedier

Sales Consultant