Case Study: Squirrel Business Hub achieves 30% more proposals and 20% more signed contracts with PandaDoc

Squirrel Business Hub - Customer Case Study

Squirrel Business Hub is an Australian CRM consultancy that helps clients choose and implement business systems. As the firm grew, founder Kylie Harker found their quoting tool (QuoteRoller) lacked design-rich templates, robust Zoho CRM integration, and a native eSignature—forcing manual data entry, slowing deal closures, and limiting insight into deal status.

Squirrel switched to PandaDoc for its rich editor, templates and content library, tokens for auto-population, built-in eSignature, and seamless Zoho sync. The change let them send 30% more proposals per week, increase signed deals by 20%, save 2–3 hours per employee weekly on proposal drafting, and gain better CRM visibility and faster client onboarding—so much so they now resell PandaDoc to clients.

Squirrel Business Hub

Kylie Harker

Managing Director