Case Study: Velvetech achieves 65% faster proposal creation and saves 4 hours per rep per week with PandaDoc

Velvetech decreases proposal generation time by 65%

Velvetech, a software development firm specializing in real-time data, automation, CRM implementation and integrations, was hampered by a manual document workflow: proposals were created in Word from templates stored in a wiki and populated by copy‑paste from their bpm'online CRM. This caused versioning errors, lengthy internal approvals, no visibility into prospect interactions, and slow, unsigned deals — a clear sales bottleneck.

Velvetech implemented PandaDoc, integrated it with bpm'online, and centralized templates and tokens so proposals populate automatically, trigger approval workflows, allow real‑time collaboration, and include built‑in eSignatures. The change cut document creation time by 65% (saving about four hours per rep per week), increased the project pipeline by 10%, reduced errors, and accelerated deal closures.

Velvetech

Maria Gorokhova

Product Manager