Case Study: Bonusly cuts proposal and contract creation time 70% with PandaDoc
Key results
The challenge
Bonusly's sales and customer success teams spent significant time on administrative work when preparing proposals and contracts, pulling focus away from selling and customer conversations.
The solution
Bonusly integrated several existing tools with PandaDoc and used centralized templates so every rep sends the most current marketing content and legal terms. Sending a proposal for signature now takes three clicks.
“One of our core values is "Delight the Customer," and PandaDoc is just one way we bring that value to the sales process. In addition to being effortless for our sales reps, PandaDoc is effortless and engaging for our potential customers as well.”
ECEmily CiavolinoDirector of Sales, Bonusly
The results, in context
The time to create winning proposals and contracts decreased for the team by 70 percent, keeping sales conversations moving quickly. Automating manual workflows saved an average of three hours per employee, per week, and Bonusly now sends out three times as many contracts and proposals as before.