Case Study: Sandler Training achieves one-day proposal turnaround with Proposify

With Proposify, Sandler Training is able to get their proposal signed and sealed in one day

Sandler Training, a provider of curated, performance-driven sales training, faced a slow, paper-heavy proposal process that Daniela Colter (Office Manager) said could take up to a month to close using clunky Excel spreadsheets and a five-step workflow. To modernize and speed proposals they implemented Proposify’s online proposal software with electronic signatures and tracking.

Using Proposify, Sandler moved to one-click electronic signing, real-time notifications and a centralized dashboard, cutting turnaround from weeks to as little as 24 hours and enabling contracts to be created in five minutes or less. Proposify’s tools drove a roughly 50% reduction in cycle time, produced a 90% contract return/signature rate, and freed Daniela to focus on business growth and client success.

Sandler Training

Daniela Colter

Office Manager