HAAS Alert saves 120 hours a month with PandaDoc CPQ for HubSpot

The challenge 

HAAS Alert required enhanced functionality to support their sophisticated pricing structure, including product packaging and sending multi-option agreements — all while needing to capture line items back into their CRM after deals had closed, as well.

The solution

With PandaDoc CPQ for HubSpot, HAAS Alert sales reps leverage a guided quoting experience from directly within the HubSpot CRM. They can automate pricing calculations and enforce rules for discounts and customizations, avoiding the need for manual approvals and reducing costly mistakes and pricing errors.

Maximizing PandaDoc’s potential

HAAS Alert lets responders and roadway workers digitally alert drivers to upcoming work zones and slowdowns to create safer road conditions. Reshaping road safety around the world, they are dedicated to transforming how we think about mobility solutions and their mission focuses on creating technologies that not only save lives but also redefine safety for all roadway users. 

Emerson McCuin, Director of Revenue Operations at HAAS Alert, plays a pivotal role in streamlining and simplifying the company’s sales processes. He focuses on optimizing processes across various departments, including onboarding, finance, and sales. When he joined HAAS Alert, the company’s use of PandaDoc was limited to basic document creation and sending.

Challenges with previous quoting in PandaDoc

HAAS Alert outgrew the pricing table functionality included with their PandaDoc Business Plan, and it was clear they needed a solution to address the intricacies of the company’s complex pricing structure. 

Their finance team was playing an instrumental role in manually approving proposals before they were sent to customers, making some deals vulnerable to bottlenecks. This was doubly challenging for HAAS Alert due the fact that their reps were managing their sales cycle across two different platforms: PandaDoc and HubSpot.  

Evaluating alternative solutions

As Emerson explored options to enhance HAAS Alert’s quoting process, the company onboarded a new, separate tool that promised improved efficiency and accuracy. During the evaluation phase, he encountered significant pushback on that solution from their sales reps for a few reasons:

• Reps faced the challenge of having to navigate multiple software platforms to generate proposals, which complicated their workflow and led to further inefficiencies.
  
• They found the proposed solution cumbersome and not user-friendly, as it failed to integrate with their existing systems.

This feedback highlighted the importance of finding a solution that would create a more efficient process for the sales team. Set on finding the right solution for their sales operations, Emerson explored the possibilities of a more robust solution with their current proposal software — PandaDoc. 

Standardizing pricing with PandaDoc CPQ for HubSpot

Since his sales team was already familiar with the basics of PandaDoc, Emerson collaborated closely with our product team to evaluate challenges with their quoting process. Our product team gave them early access to our new feature, PandaDoc CPQ for HubSpot, giving their sales reps a guided quoting experience directly in HubSpot that gave them flexible pricing, adhered to company guidelines, and ensured consistency with every proposal they sent. 

By integrating PandaDoc’s CPQ functionalities into their HubSpot CRM, HAAS Alert could automate pricing calculations and enforce rules linked to product options, discounts, and customizations. With this new functionality, reps could easily package products with multiple SKUs, send multi-option agreements, and then push line items back to the HubSpot CRM when a contract had been signed to maintain a spotless customer record.

Within months, the need for manager oversight on every proposal was greatly reduced because of the quality assurance measures built into PandaDoc CPQ for HubSpot integration. Sales reps can easily input variables such as service start and end dates, while the necessary calculations occur seamlessly in the background. 

All updates are instantly reflected in HubSpot and Maxio (A billing solution that helps SaaS businesses simplify recurring billing and streamline subscription management), reducing administrative overhead and enabling the sales team to focus on closing deals rather than managing contract complications. The integration has empowered the team to easily generate consistent, accurate proposals, greatly enhancing their efficiency and overall buyer experience.

Superior sales outcomes with PandaDoc and HubSpot 

With the implementation of PandaDoc CPQ for HubSpot, HAAS Alert has not only saved an impressive 120 hours each month but has also significantly reduced errors in their quoting process. This newfound efficiency has allowed the sales team to focus more on closing deals, enhancing customer interactions  and improving their overall sales performance.

Ready to simplify your sales process and save time? Book a demo with PandaDoc today.