Case Study: InSync saves reps ~5 hours a week and completes 100% of sent docs with PandaDoc
Key results
The challenge
InSync competes in the medical software field, where a lengthy sales cycle and complicated document process held the team back. Reps started proposals in Excel, copied and pasted client data from their CRM (introducing errors), converted to PDF, and emailed attachments — with no visibility into whether prospects received documents.
The solution
InSync adopted PandaDoc with the HubSpot CRM integration, building a library of templates and content-library items and using Tokens to auto-populate documents with pricing and client data. A dashboard gave reps visibility into which documents were sent, awaiting signature, or completed.
“PandaDoc gives us a distinct edge over our competitors when it comes to contract presentation, delivery, and execution.”
ASAlex SandkuhlDirector of Sales, InSync Healthcare Solutions
The results, in context
Each InSync sales rep now saves about 5 hours per week, increasing productivity and freeing more time to sell. Since adopting PandaDoc, InSync has seen 100% of their sent docs completed.