Case Study: Crystal Ball cuts proposal creation time 60% and reduces contract errors with PandaDoc

Crystal Ball’s sales team cut their proposal creation time by 60% with PandaDoc

Crystal Ball is a UK workforce‑management platform provider whose sales team (using Saleslogix) was creating proposals and contracts in Word/PowerPoint and sending PDFs by email. That process took at least 30 minutes per proposal, forced prospects to print/scan/sign documents over days or weeks, and produced unreadable handwritten notes and errors that frustrated sales, support, and customers—prompting Marketing Manager Tara to find a better solution.

They selected PandaDoc (over Adobe Sign) for its feature set and price, built a library of approved templates and branded content, and now create, send, track, and sign documents digitally. Results: a 60% reduction in proposal creation time, fewer contract errors and eliminated handwritten notes, increased use of approved branded content, time savings for support, and new analytics that help leadership understand deals and accelerate customer growth.

Crystal Ball

Tara

Marketing Manager