Case Study: Ion Solar achieves 20% faster proposal revisions with PandaDoc

How Ion Solar achieved 20% faster proposal revisions by switching from Docusign

Ion Solar, a fast-growing solar company, needed a better document and proposal management system as its team expanded. Its 100-employee workforce was sharing just four Docusign seats, which limited visibility into contracts and slowed collaboration, and Docusign’s Salesforce integration was too complex for smooth sales operations. Ion Solar turned to PandaDoc for a more scalable, user-friendly solution with stronger integration and better workflow control.

PandaDoc implemented a seamless Salesforce integration, robust API capabilities, and a faster, easier setup that took about a week and a half. With PandaDoc, Ion Solar improved document visibility across teams, streamlined approvals, and enabled field sales to work through a custom app or directly in Salesforce. The result was a 20% faster contract revision process, higher adoption across the company, and improved sales velocity.

Ion Solar

Brandon Mullen

IT Director