Case Study: HAAS Alert saves 120 hours a month with PandaDoc CPQ for HubSpot

A PandaDoc Case Study

Preview of the HAAS Alert Case Study

HAAS Alert saves 120 hours a month with PandaDoc CPQ for HubSpot

HAAS Alert, a company that helps responders and roadway workers alert drivers to work zones and slowdowns, needed a better way to manage its complex pricing, multi-option agreements, and CRM line-item capture. Its existing setup in PandaDoc and HubSpot required manual approvals and created inefficiencies for the sales team.

Using PandaDoc CPQ for HubSpot, PandaDoc gave HAAS Alert a guided quoting experience inside HubSpot with automated pricing, rules for discounts and customizations, and seamless updates back to the CRM after deals closed. The result was a major reduction in proposal oversight and quoting errors, plus a measurable gain of 120 hours saved per month.


View this case study…

HAAS Alert

Emerson McCuin

Director of Revenue Operations


PandaDoc

136 Case Studies