Let’s be real—“ROI” gets thrown around a lot in software sales. But for most sales and RevOps folks, the phrase “you’ll see a 247% return in 6 months!” feels… disconnected. It’s the same pitch they’ve heard from five other tools this week.
When we talk about ROI at PandaDoc, we’re not referring to some generic percentage pulled from a case study with a tech company that looks nothing like yours. We mean ROI grounded in your process—your deal cycle, your team’s workload, your goals.
Why “Standard ROI” doesn’t cut it
Here’s the thing: most revenue leaders aren’t looking for fluff. They’re looking for numbers they can bring into a Monday forecast meeting and be able to confidently back exactly where they pulled those numbers from. They’re thinking, “If I buy this tool, will my reps save time? Will we close faster?”
So instead of throwing charts at them, we show them.
We’ll get into some real customer examples shortly, but the main takeaway is this: ROI isn’t just a formula. It’s a story. And it starts with understanding your workflow—and how we can help you improve it and get your team onboard.
What Sales & RevOps teams actually want to know
When someone is evaluating PandaDoc—especially in sales or RevOps—they’re usually thinking in two tracks:
Will this make us faster?
Can I justify the cost of this new software?
That’s where our ROI calculator comes in. It’s a great starting point. You pop in a few numbers: how many docs your team sends each month, average close time, team size. Then it spits out a rough estimate of your potential savings—in both time and dollars.
But honestly? The calculator is just the appetizer.
In sales calls, our reps (like Claire, who we’ll quote a bit below) take it a step further. Because let’s face it—your workflows are unique. Maybe your cost structure is off. Maybe you’re juggling five different tools to get one proposal out the door.
Claire told us that she often hears objections like:
– “But our workflows are different.”
– “Our deals are too complex for automation.”
– “That’s not our pricing model.”
Which is fair. But once we dig into your process, the ROI tends to reveal itself quickly.
Want proof? Here’s a real life customer success story:
Wizehire slashes contract creation time from 1 hour to 5 minutes with PandaDoc. They reported: 25% more documents sent each month, 46x faster signatures compared to their use of Docusign, and a 95% reduction in time spent creating documents.
And that’s just one of many of our client success stories from switching to PandaDoc.
How we quantify the value of a single document
If you’re trying to make the case to your manager (or to finance), here’s a simple trick: ask yourself what one document is worth.
Not in abstract terms, but in time. Ask yourself:
How long does it take your team to build a proposal, get it reviewed, and send it for signature?
How often does a deal get held up because someone can’t find the latest PDF version?
Multiply that across every doc you send in a month—and the value of automation gets real. Especially when you factor in things like:
– Proposal templates that reps don’t have to rebuild from scratch
– Automated approval workflows
– Real-time status tracking (no more “Did they open it yet?” Slack messages
Not all documents are created equal. Sales proposals may drive revenue, but onboarding docs and internal agreements drive speed and stability. It all adds up.
The calculator is just the start
So yes, start with the ROI calculator. It’s a quick and dirty way to see where the value might lie.
But then let’s talk. Because when we say “we’ll walk through the numbers with you,” we mean it. We’ll look at your average deal cycle. We’ll ask how long approvals take. We’ll dig into your current doc volume and show you what happens when that’s automated. Whether you’re trying to convince your VP,  your CFO, or just yourself, we’re here to help you make the case with confidence.

Ready to see the numbers? Try the calculator, then schedule a call with our sales team and let’s talk about your team, your docs, and how much value you’re leaving on the table.