Case Study: ChannelEngine achieves 93% faster proposal creation with PandaDoc

Channel Engine reduced proposal creation time by 93%

ChannelEngine, an e-commerce marketplace connectivity company, was looking to speed up and improve its sales document workflow. Using PandaDoc alongside HubSpot, the team had already cut proposal creation to 15 minutes, but saw further opportunities to streamline complex contracts, quotes, and data capture while reducing manual work and errors.

PandaDoc helped ChannelEngine automate partner-led proposals and connect customer-entered data directly into HubSpot through Zapier and two-way sync. As a result, contract creation time dropped from 15 minutes to just one minute, a 93% reduction, and partner referrals could now generate proposals in under a minute with no human intervention. PandaDoc also improved data accuracy and expanded into HR for internal acknowledgments and compliance workflows.

ChannelEngine

Sidd Hora

Revenue Operations Specialist