Case Study: Revenue River achieves 223% increase in closed-won revenue with PandaDoc

Revenue River increases closed-won revenue by 223%

Revenue River, a Colorado- and New York–based digital marketing and sales agency using HubSpot CRM, was relying on Word and HelloSign for proposals and had no visibility into how clients engaged with documents. Their proposals were plain, hard to track, and underused their marketing assets (videos, case studies, pricing tables), making it difficult to convey their value and close deals efficiently.

After discovering PandaDoc, Revenue River onboarded in under a month, built templates and a content library to drag-and-drop approved marketing collateral, and adopted Editor 2.0 for rich, presentation-style documents and better collaboration. The new process gave real-time visibility into document status and drove measurable growth: 223% increase in closed‑won revenue, 45% more deals closed, 56% more deals created, faster sales cycles, improved sales–marketing alignment, and a new revenue stream as a PandaDoc partner.

Revenue River

Eric Pratt

Managing Partner