Case Study: OpMentors shortens its sales cycle 27% and lifts revenue 24% with PandaDoc
Key results
The challenge
OpMentors, a consulting firm, runs a document-heavy process generating statements of work, quotes, and proposals to present complex solutions. Building these documents in Google Docs and DocuSign was labor intensive and largely manual, and complex SOWs often took hours to create.
The solution
OpMentors adopted PandaDoc, using templates, a content library, versioning control, and a Salesforce integration to standardize and speed up document creation. Advanced analytics gave the team page-level insight into when customers viewed agreements and where questions arose.
“Being able to send a customer a complex proposal or quote in minutes versus hours or days after speaking with them has dramatically impacted our success, and impressed our prospects.”
JFJocelyn FennelwaldManaging Partner, OpMentors
The results, in context
After implementing PandaDoc, OpMentors saw average deal sizes increase by 18% and the average sales cycle decrease by 27%, with complex quotes that once took hours now taking minutes. Revenue has increased by 24% since implementing PandaDoc.