How PandaDoc Helped Our Agency Increase Closed-Won Revenue By 223%

Adding PandaDoc

Eric Pratt, the Founder & CEO at Revenue River, was already exploring options to optimize their closing process when he found PandaDoc at HubSpot’s INBOUND conference. He was intrigued not only by the internal solution PandaDoc provided but also as a solution he could offer to clients as part of the PandaDoc partnership program.

Eric and his team worked with our onboarding specialists and were up and running with PandaDoc in less than a month. They built out templates ensuring standard language and terms would be consistent while leaving flexibility for reps to incorporate marketing collateral.

By using the content library feature, each proposal is customized by easily dragging and dropping approved marketing collateral right into the document. Clients now receive interactive, design-rich proposals including video testimonials and case studies highlighting Revenue River’s expertise.

On top of speeding up their sales cycle, improving sales and marketing alignment, reducing laborious deal tracking, and blowing up their sales numbers, Revenue River has added an extra income stream to their business by becoming a PandaDoc partner. Revenue River empowers its clients to achieve similar sales boosting results that they have by referring PandaDoc. Now it’s easier than ever to help their clients with what they do best: moving the revenue needle forward as efficiently as possible.