Case Study: Crystal Ball's sales team spends 60% less time creating proposals with PandaDoc
Key results
The challenge
Before PandaDoc, Crystal Ball's sales team built proposals and contracts in Microsoft Word and PowerPoint and delivered them as PDFs by email. Most proposals took at least half an hour to create, and the team then waited days or weeks while prospects printed, signed, scanned, and returned documents — causing errors and frustration.
The solution
Crystal Ball evaluated Adobe Sign and PandaDoc and chose PandaDoc for its stronger feature set and lower price. The team built libraries of contract and proposal templates and approved content-library items, and now creates, sends, tracks, and signs documents daily.
The results, in context
Crystal Ball's sales team spends 60% less time creating proposals using PandaDoc than they did with Word and PowerPoint, while producing higher-quality proposals from approved branded content. Eliminating hand-written contract notes also saved the support team time and reduced errors.