Case Study: Invaco doubles close rate in 2 months with PandaDoc

Invaco doubled its close rate in 2 months

Invaco, a 25–50‑person manufacturer of armored vehicles, struggled with a slow, error-prone service quoting process: after diagnostics their Service Center often discovered additional repairs but couldn’t present itemized charges, so extras were rolled into a single final price. That lack of transparency led to customer misunderstandings and stalled the sales cycle.

Zubia implemented PandaDoc, onboarded Invaco’s team and integrated the solution with Zendesk in under two months, creating custom pricing tables and automating manual data entry. The new workflow streamlined sending, tracking, and payments for ~15 documents per week, doubled Invaco’s close rate, improved forecasting and cash flow, and significantly reduced administrative time.

Invaco

Rosendo Valles

Chief Executive Officer