Case Study: Werfen cuts quote creation from 1 hour to 5 minutes and gains consistent on‑brand documents with PandaDoc

Werfen reinvents QBRs and proposals with PandaDoc

Werfen, a global leader in specialized diagnostics across Hemostasis, Acute Care Diagnostics, and Autoimmunity, was hindered by a slow, error-prone quoting process. Sales and Customer Success relied on Excel, PDFs and basic Word templates that required up to 12 manual fields, caused versioning and access issues, and produced inconsistent Quarterly Business Reviews—prompting National Sales Manager Kieran Pickles to find a better way.

By adopting PandaDoc for quotes and business reviews, Werfen automated data entry, enforced on‑brand templates, and enabled rich content like images and video. The change cut document creation time from about one hour to five minutes (saving an estimated 4–8 hours daily across four people), standardized QBRs, improved customer engagement tracking, and is now being rolled out to Account Management, Customer Success and HR.

Werfen

Kieran Pickles

National Sales Manager