Case Study: Cross-Sell achieves faster, easier document workflows with PandaDoc

Cross-Sell adds speed and ease to their operations with PandaDoc Proposal processes

Cross-Sell provides new and used vehicle registration data across 29 states, delivering custom monthly reports and market insights for automotive clients. As demand grew, the team struggled with slow contract creation and delayed communication because staff had to request manager assistance before sending proposals, which made it harder to respond quickly to customers.

To solve this, Cross-Sell implemented PandaDoc through the PandaDoc for HubSpot integration, streamlining document creation, sending, approval, and tracking. With PandaDoc, the team can generate more accurate, customized contracts in a fraction of the time, gain real-time visibility into the signing process, and move deals forward faster—resulting in more flexibility in offers and more deals coming in.

Cross-Sell

Jeff Keeny

Inside Sales and Customer Support