Case Study: Phone2Action achieves 50% faster contract processing and a 25% increase in close rate with PandaDoc

Phone2Action - Customer Case Study

Phone2Action is a Washington, D.C.–based advocacy software provider founded in 2012 that helps organizations gain and engage supporters, counting customers like the American Heart Association. Their sales and contracting workflow was manual and error-prone — teams built proposals in Pages, customized files per client, collected signatures separately, and pushed paperwork to accounting, which created delays and mistakes.

By adopting PandaDoc for proposals, quotes, and contracts, Phone2Action automated its document workflow, improving accuracy and speeding processing. The change cut document processing time in half and drove a 25% increase in close rate, streamlining handoffs from sales to billing.

Phone2Action

Jeb Orby

CEO