PandaDoc
136 Case Studies
A PandaDoc Case Study
Consensus, the leading demo automation software company, struggled with a disjointed and time-consuming proposal process that slowed its sales team, extended sales cycles, and made it hard to present a consistent brand message. The team needed a better way to create proposals and share supporting collateral, and it was already relying on HubSpot to manage deals.
PandaDoc helped Consensus streamline proposal creation directly in HubSpot using its integration, templates, content library, and Digital Sales Rooms. Within one quarter, PandaDoc enabled Consensus to cut proposal creation time by over 50%, improve close rates, and achieve an 84% proposal view rate, giving reps a faster workflow and stronger buyer engagement.
Rex Galbraith
Chief Revenue Officer