Case Study: Directive achieves an 82% faster proposal review cycle with PandaDoc

Directive cuts proposal review cycle by 82%

Directive, a performance marketing agency, struggled with a cumbersome proposal approval process that took weeks and slowed client onboarding, hurting the customer experience. Using PandaDoc, Directive needed a faster way to create tailored proposals for its varied clients while reducing friction for sales reps and improving competitiveness in a crowded market.

PandaDoc helped Directive streamline scoping, quoting, and proposal review with reusable templates, smart content blocks, content permissions, and easier redlining. As a result, Directive cut proposal creation time from weeks to as little as 24 hours and reduced its proposal review cycle by 82%, helping turn prospects into customers faster and improving client satisfaction.

Directive

Derek Gerber

Former VP of Growth