Case Study: Cloudbakers achieves faster deal closures and modernized document workflows with PandaDoc

Cloudbakers - Customer Case Study

Cloudbakers is a software provider that helps customers migrate from legacy systems to secure, cloud-based solutions. Using Zoho CRM to manage sales, the team struggled with a manual document workflow—no e-signatures, no content library, and no tracking—which slowed proposal and contract turnaround, as Mitch Greenwald, Founder & CEO, describes.

By adopting PandaDoc for proposals, quotes, contracts and NDAs, Cloudbakers added e-signatures, a content library and document tracking directly into their CRM workflow. The change sped responses and deal cycles: “The comments on a document by the recipient allow us to respond much quicker and close deals faster.”

Cloudbakers

Mitch Greenwald

Founder Managing Partner