Case Study: OpMentors LLC achieves 24% revenue growth, 27% shorter sales cycles, and 90% faster document creation with PandaDoc

OpMentors decreases proposal creation time by 90%

OpMentors is a technology consulting firm serving FinancialForce and Salesforce customers that relied on document-heavy processes — proposals, quotes and SOWs — to communicate project scope. Creating and getting those documents signed was manual and time-consuming (hours or days), and their Google Docs + DocuSign workflow lacked templates, analytics and tight CRM integration.

Switching to PandaDoc gave OpMentors templating, a Salesforce integration, a content library, version control and page-level analytics, plus automated reminders and expirations. The faster, more consistent document process cut creation time by roughly 90%, shortened the sales cycle by 27%, increased revenue by 24% (with deal sizes up 18%), and improved forecasting and customer experience — all with a quick, cost-effective implementation.

OpMentors LLC

Jocelyn Fennewald

Managing Partner