Phone2Action
Documents
Proposals, Quotes, Contracts
Industry
Software Provider

Phone2Action is an advocacy software platform based in Washington, DC that helps organizations gain and engage supporters.

Who

Phone2Action is an advocacy software platform based in Washington, DC that helps organizations gain and engage supporters. Founded in 2012, Phone2Action counts big advocates like the American Heart Association as customers.

Results

“Our previous document process was a nightmare. Absolute nightmare. I’d create a file in Pages for Mac, customize it to the client, send it off and ask for two signatures, and then send it to accounting to bill,” says Jeb Orby, CEO.

Now with PandaDoc, everything is automated, contracts are more accurate, and processing time is cut in half. We’ve also seen a 25% increase in our close rate.”

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