Channel Engine reduces proposal creation time by 93%

The Challenge

Consensus’ proposal creation process was disjointed, time consuming and caused bottlenecks for their sales team, resulting in extended sales cycles and diminished brand impact. They often pulled together multiple forms of collateral for customers that would get lost in translation, leaving decision makers without the full context of Consensus’ value.

The Solution

Within one quarter of using the HubSpot and PandaDoc integration to create and send proposals, Consensus improved their close rate and cut proposal time-to-create by over 50%. Their new branded proposals created in PandaDoc are also being viewed at a much higher rate, with 84% of proposals getting viewed by prospects.

The Result

PandaDoc’s flexibility and ability to integrate with Channel Engine’s HubSpot CRM and Zapier enabled Channel Engine to automate several aspects of their sales cycle. Their motion to automate their partner-led sales initiatives reduced time spent creating contracts dramatically from around 15 minutes to just one minute, allowing the sales team to re-allocate their focus towards their core competencies—engaging and closing deals.