PandaDoc
136 Case Studies
A PandaDoc Case Study
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.
Emerson McCuin
Director of Revenue Operations