Case Study: Interlace Health achieves an 85% reduction in proposal creation time with PandaDoc

Interlace Health cuts down proposal creation time by 85%

Interlace Health, a 51–200 person healthcare software company using Salesforce, helps hospitals streamline clinical and administrative workflows. Their sales team relied on manual Microsoft Word/PDF proposals that were time-consuming and error-prone; Pat Murphy, SVP of Sales and Strategy, spent many hours approving and editing documents and sought a way to automate and standardize the process.

They implemented PandaDoc in March 2021 to centralize templates, integrate with Salesforce, and track document activity. The change cut proposal creation from a couple hours to about 10–20 minutes (≈85% faster), enabled in‑CRM creation, sending, tracking and eSign, improved consistency and CRM documentation, added an approval audit trail, and introduced pre‑discovery Forms—delivering quick adoption with minimal training and plans to next automate contracts.

Interlace Health

Pat Murphy

VP of Sales and Strategy