Case Study: Catalyst Group achieves 50% more proposals and cuts proposal time by 85% with PandaDoc

Catalyst Group - Customer Case Study

The Catalyst Group, a strategic software consulting and workflow design firm, was losing time and momentum to a fragmented document process built from Word and Excel. Proposals, quotes and contracts required manual stitching, printing and hand-signing, which slowed deal cycles, produced inconsistent formatting and left teams blind to where deals stalled.

They adopted PandaDoc as a centralized document platform, using eSign, a template repository, and integrations with Stripe and Zoho CRM to automate billing, track document activity and sync records. The changes cut proposal generation time by 85%, increased proposals sent by 50% per week, halved signature wait time through analytics-driven follow-up, and unlocked a new consulting revenue stream by delivering custom PandaDoc–Zoho workflows to clients.

Catalyst Group

John-Mark

Chief Executive Officer