PandaDoc
136 Case Studies
A PandaDoc Case Study
Datanyze, a San Mateo–based sales intelligence and lead-generation software provider using Salesforce, was slowed by a manual, unbranded proposal process: plain PDFs, print-sign-scan workflows, no tracking or approval controls, and longer sales cycles that wasted reps’ time and made it hard to ensure accurate quotes.
After implementing PandaDoc, Datanyze adopted e-signatures, branded proposals with images and videos, approval workflows, and document analytics to track engagement. The change sped signing, improved pricing discipline and proposal quality, and delivered measurable gains: a 15% increase in average contract value, a 10% increase in close rate, and roughly one hour saved per employee per week.
Jon Hearty
Chief Operating Officer