PandaDoc
136 Case Studies
A PandaDoc Case Study
KickFire, a 11–50 person B2B sales automation and IP intelligence software company, struggled with an inefficient, manual proposal and contracting process and redundant e-signature tools. Sales reps had to build proposals in Word, convert to PDFs, upload to DocuSign, and rework documents for edits, producing unattractive, inconsistent materials and slowing deal velocity.
After adopting PandaDoc, KickFire built reusable templates and content “blocks,” enabled automated approvals, in‑doc commenting, masked fields, and integrated real‑time notifications with their own website tracking. The new workflow professionalized branding, simplified training, sped up finance reviews, and reduced the proposal/contract stage by 45%, saving the team about 8 hours per week and helping reps send and close more multi-product deals faster.
Maggie Taylor Aherne
Director or Operations