Case Study: QBSolutions achieves 80% faster proposal creation and weekly time savings with PandaDoc

QBSolutions grows quickly after automating with PandaDoc

QBSolutions is an Idaho-based bookkeeping and property management firm that had outgrown its manual proposal and document workflow. Proposals were assembled from Word templates, emailed as attachments, and required days of work and manual follow-up, which didn’t scale as the team and client base grew.

They implemented Insightly as their CRM and adopted PandaDoc (replacing DocuSign) to generate templated proposals, capture eSignatures, and track document analytics. The change cut proposal turnaround from days to 1–2 hours, saved about 3–5 hours per employee weekly and reduced time spent generating proposals by roughly 80%, organized document storage, and positioned QBSolutions to scale toward doubling monthly sales.

QBSolutions

Toni Himmelman

Founder and CEO