Case Study: Jonas Club Software achieves 32 hours/week time savings and a 23% higher close rate with PandaDoc

Jonas Club Software achieves proposal consistency and increases close rate by 23%

Jonas Club Software, a provider of enterprise management solutions for clubs, fitness and foodservice organizations serving 2,300+ clubs worldwide, needed a better way for its growing sales team to create, send and track quotes. Reps were wasting time on manual Excel quotes and copy-pasting from Salesforce, deals went untracked, and leadership faced the challenge of changing entrenched sales habits.

After a failed BigMachines implementation they adopted PandaDoc, which integrated with Salesforce, standardized templates, automated fields and reminders, and provided real-time tracking and version control. The new workflow cut manual work, saving 32 hours per week, increased document accuracy by 30% and close rates by 23%, and sped up signings and pipeline visibility across the team.

Jonas Club Software

Scott Taylor

Director of Sales