Case Study: Blueface builds proposals in under 5 minutes and lifts a rep's sales 21% with PandaDoc

Key results

The challenge

Before PandaDoc, the Blueface sales team created PDF proposals sent by email, and prospects had to print, sign, scan, and return them before a service contract could be drafted. Most proposals took 30 minutes to an hour to create plus 3–5 days for signature, leaving reps spending roughly half their working hours on proposals.

The solution

Blueface deployed PandaDoc as an enhancement to Zendesk Sell, using the integration to eliminate manual copying of contact information. The team now creates custom proposals inside Zendesk Sell and uses analytics and eSignatures to track and sign them without printing and scanning.

The results, in context

The Blueface team now spends less than a quarter of its time on proposals, down from roughly half, creating custom proposals in less than 5 minutes. Its close rate rose by double digits — now closing more than half of opportunities — and one tenured consultant, Brian Dervan, used PandaDoc to increase his sales year over year by 21%.

Products used