Time consuming sales quotes
Before implementing PandaDoc, Kiss Print Solutions struggled with the cumbersome and time-consuming task of preparing sales quotations. Often, the sales team resorted to minor updates on previous quotes, resulting in unimpressive and inconsistent documents. Now, creating quotations is not just easy but also ensures that each document is immediately engaging and professional. This effortless preparation saves valuable time and leaves a strong impression on potential clients.
Integrating with the HubSpot CRM
One standout feature for Luke is PandaDoc’s seamless integration with their existing CRM system, HubSpot. The integration provides a unified view of customer interactions and document status, which was previously a challenge. Accessing all necessary information directly from HubSpot without switching between platforms has streamlined their workflow significantly.
Analytics and reporting
With PandaDoc, Kiss Print Solutions leverages robust analytics and reporting capabilities that have been instrumental in tracking sales performance. By monitoring the number of proposals created and analyzing the close rates associated with each one, Luke can manage his sales team more effectively. This insight helps in identifying areas for improvement and optimizing their document workflows.
Automating proposal creation
The ease of creating detailed quotes also plays a vital role in accelerating the sales cycle. With standard templates readily available, sales reps can quickly generate tailored content specific to individual customers. This speeds up the quoting process considerably and contributes to closing deals faster.
PandaDoc helped Kiss Print Solutions improve their close rate by 20%
Overall, Luke highly recommends PandaDoc to other businesses looking to streamline their operations. The user-friendly interface enhances productivity while ensuring compliance through paperless processes—a significant benefit in maintaining security standards. PandaDoc has proven itself indispensable for Kiss Professional Solutions by improving quotation processes through automation, offering deep CRM integrations with HubSpot, providing vital analytics for better team management, and speeding up sales cycles—all contributing to a more efficient operation.
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"I have been using PandaDoc for about five years and find it invaluable for our quotations and order processing. Our quotations are engaging, factually correct and the tracking visibility is fantastic."
