How PRQ Exteriors scaled from $8M to $80M by making documents a tech-first operation
312
hours saved annually
The mom-and-pop shop that went tech-first
PRQ Exteriors is a Colorado-based roofing and exteriors company that has grown almost tenfold in just three years. While they started small, the owner committed early to investing heavily in technology and specialist hires, a bold move in the blue-collar home services business.
Jake Knight, the VP of Business Innovation runs all technology operations and was brought in to make this vision a reality. Their goal is ambitious: to hit $150 million in revenue. This requires consolidating acquired companies and mechanizing their internal processes.
The challenge: Paperwork that couldn’t scale
In the roofing and home services business, there are a lot of moving parts. By the end of a customer's lifecycle, they'll have worked with nine or more people at PRQ. Maintaining a top-notch customer experience is critical, making it essential to structure the customer journey with clear lanes and seamless information transfer between team members.
It’s not uncommon for home services businesses to be behind on their tech. For PRQ, their old system relied on haphazard contracts and scanned documents, which became a major bottleneck for growth.
Zero consistency: Contracts were all over the place, making it tough to standardize for rapid scaling and mergers and acquisitions.
Manual complexity: They needed a single document to work across multi-state markets, which was impossible without constant, manual editing.
Messy tracking: They couldn't easily track or rename documents once signed, making reporting on critical insurance claims a time-consuming project.
PRQ needed one solution that could manage every single document the business required, all pushed directly through their central HubSpot CRM.
The solution: HubSpot’s PandaDoc integration
The core of PRQ's tech upgrade is the HubSpot PandaDoc integration. Here’s how the two platforms work together: PandaDoc allows PRQ to use a single contract to handle dozens of core business documents. They push customer data from HubSpot directly into PandaDoc, which then uses variable fields to customize everything in the contract, from multi-state legal variables to complex roof sizing and pricing calculations generated by custom code.
With both platforms linked in this way, this integration became the daily workflow that kept PRQ’s entire handoff process fluid.
How five teams use PandaDoc across the business
The platform isn't siloed in sales — it touches almost every part of the business, ensuring consistency as they integrate acquired companies:
The field Sales Team handles customer contracts and is actively transitioning from their old e-sign solution (via the SalesRabbit door-knocking app) to fully integrate with PandaDoc.
The inside Sales Team uses PandaDoc exclusively for all Zoom-based contract signing and closing.
Account Managers automate documents for the entire insurance claim process, including building out an extensive pre-production playbook that requires customer input and signatures.
Production: uses templates and tables to quickly generate essential documents like material order forms and change orders, supporting high-volume needs.
HR and M&A uses the platform to streamline the creation of confidential documents, including sending out offer letters for recruiting and letters of intent for strategic company acquisitions.
The results: Hours back and a clear path to $150M
The decision to consolidate and automate documents was a requirement for their aggressive growth strategy. By eliminating the manual process of pulling templates, finding signatures, and renaming files, PRQ saved countless hours they can now dedicate to acquiring and integrating new business units.
Annual time savings: PRQ Exteriors eliminated over 312 hours annually of manual document preparation, signature collection, and file renaming across the customer lifecycle.
Operational consolidation: They successfully consolidated core business documents, ensuring every contract is accurate and compliant across multiple states.
M&A readiness: PandaDoc now powers critical M&A documents and supports the daily change orders of their company acquisitions, ensuring every part of the business has a methodology for signing.
The success of PRQ's tech-first approach has given them a massive competitive advantage in the home services industry. By automating their processes and investing in technology, PRQ Exteriors is now positioned to continue its growth with the right tech at the helm.
“We can’t hit our $150 million goal without our tech being flawless. PandaDoc allows us to take a complex, multi-state contract and push it out seamlessly with all the correct legal variables and pricing. It eliminates the old chaos. We get clean, reliable data back that we can actually report on, and that's non-negotiable for scale.” —Jake Knight, VP of Business Innovation at PRQ Exteriors
