Case Study: Grow achieves 75% faster document turnaround with PandaDoc

Grow reduces document send time by 75% for Sales and Customer Success teams

Grow, a 51–200-employee BI company that aggregates data from spreadsheets, databases, and cloud SaaS tools, needed a way to send professional, on-brand quotes, proposals, and contracts at scale. Their basic eSignature tool produced poor formatting, limited design and automation, and forced time-consuming manual edits and copy/paste, leading to inaccuracies and documents that didn’t reflect the company’s brand.

Grow chose PandaDoc for its polished look, ease of use, Salesforce integration, automation, and ability to embed videos and pricing tables, enabling personalized, on-brand templates. The move cut document creation from about 30 minutes to 5–10 minutes (roughly 75% faster), helped Customer Success and Account Management automate renewals and invoices to capture previously lost revenue, and gave leadership clearer funnel visibility with sent/opened/completed and rep-level tracking.

Grow

Tate Stone

Head of Technical & Revenue Operations