Case Study: Vallen Distribution reduces proposal creation time by 75% with PandaDoc

Vallen Distribution reduces time spent creating proposals by 75%

Vallen Distribution, a major distributor of indirect materials and MROP products, faced inefficiencies in creating accurate, professional sales proposals and RFPs. Its reps were using a manual “File Save As” process that caused errors, inconsistent branding, and wasted time across large deals. To solve this, Vallen Distribution turned to PandaDoc and its Zapier integration to streamline and standardize document creation.

With PandaDoc, Vallen Distribution built an automated workflow tied to SmartSheet webforms and prebuilt proposal templates, allowing documents to be generated and routed for review with far less manual input. The result was a 75% reduction in proposal creation time, cutting prep time from 6–8 hours to about two hours while improving consistency, quality, and speed across sales documents.

Vallen Distribution

Emily Maxwell

Strategic Proposals Manager