Case Study: iOffice + SpaceIQ by Eptura doubles its customer base with PandaDoc

iOFFICE More than Doubles Customers Year over Year with PandaDoc

iOffice + SpaceIQ by Eptura, a workforce-centric IWMS software provider, needed a faster way to create personalized proposals and scopes of work after demos in Salesforce. Their sales team wanted to send tailored, interactive documents with custom content like videos, images, and demo recordings, but their previous tool created bottlenecks and wasted rep time. PandaDoc Contract was chosen to help streamline this process.

With PandaDoc, iOffice + SpaceIQ by Eptura automated Salesforce data merging, built reusable proposal templates, and used the Content Library to quickly add custom marketing assets. The result was faster proposal creation, higher productivity, fewer errors, and a smoother sales workflow. PandaDoc also helped the company put itself on pace to more than double its customer base year over year.

iOffice + SpaceIQ by Eptura

Elizabeth Dukes

EVP & Chief Marketing Officer