Case Study: Rootly slashes proposal time and boosts close rates with PandaDoc

PandaDoc helped Rootly slash two hours per proposal and boost close rates

Rootly, a modern on-call and incident response platform, needed to scale its sales process but was slowed by a disconnected e-signature tool and poor Salesforce CRM integration. These gaps created fragmented workflows, manual work, and limited visibility for the sales team.

PandaDoc solved this by integrating directly with Salesforce and automating proposal generation and contract finalization inside the CRM. With PandaDoc, Rootly cut two hours from each proposal, improved close rates by 16%, and increased average contract value by 10%, helping the team work faster and more consistently.

Rootly

JJ Tang

Chief Executive Officer