The challenge
LiteZilla tested some of the most reputable document management solutions on the market, but struggled to find the ideal solution for their small business. After trying different solutions for months, they recognized two main challenges: Some solutions were too complex and unintuitive, causing them to hit a brick wall when building proposals, and some were not robust enough, lacking key features they needed to customize documents for their business.
The solution
PandaDoc now lets LiteZilla to build professional proposals on the fly and without a steep learning curve. Unlike other solutions, PandaDoc provides a robust set of features that enables LiteZilla to tailor documents to meet their business needs without the layer of complexity they experienced with alternative solutions.
Switching to PandaDoc saved them valuable time building proposals and directly impacted their bottom line, with a 20% improvement in closing speed, and with new and improved proposals, see an 30% higher average contract value.
The right solution for a small business
LiteZilla is a vibrant small business that creates custom, interactive light exhibits and STEM experiences for audiences of all ages. Their products find homes in diverse verticals, spanning education, hospitality, corporate spaces, and healthcare.
Running a small business involves navigating a unique set of challenges, especially for startups and entrepreneurs. As a business grows, there is a natural inclination to launch new products or services, which can push a company back into a demanding startup-like phase.
These evolving challenges shape the criteria small businesses look for in software solutions. “Efficiency is my mantra — I despise wasted time. I need tools that not only simplify our processes but also enhance them,” Adam Greenspan, CEO of LiteZilla said. “Software should be easy to use without endless resources and time spent onboarding and have the ability to expand our use-case as our business grows”.
In their search for a document management solution, Adam prioritized a user-friendly tool that would enable his team to quickly build a custom, branded proposal that would impress their clients and showcase the company’s professionalism. LiteZilla tested upwards of 10 different document management solutions — two in particular, Docusign and Proposify, for months — before coming to the conclusion they weren’t the right fit for their needs.
“Some of the solutions out there had fancy websites and flashy proposals, but when I got into the weeds testing them out, a lot of them fell short,” Adam said. “I spent months testing different tools to see what I could do with them, pushing them to the limits.”
As he trialed different document management solutions, Adam remarked on two distinct challenges:
- Some were taking too long to onboard and create proposals, having to find weird workarounds for mission critical elements, rather than a native feature in the software.
- Some were too simple, lacking the features LiteZilla needed, indicating that the software could innovate with him as his company grew.
“I wanted to solve and improve on faster closing times. If the proposal was too robust or not robust enough, I couldn’t accomplish that,” Adam shared.
Finding partnership with PandaDoc
Adam’s journey led him to PandaDoc, where he immediately recognized its capacity to cater to all of LiteZilla’s nuanced needs. It empowered his team to craft the robust proposals they needed without spending excessive time on drafts. It was critical for his team to build documents that would communicate his company’s custom project offerings, and he was impressed with how easy it was to add photos, pricing tables, and interactive elements — without spending hours tinkering or running into functionality issues.
As LiteZilla grew, maintaining efficiency with a lean team was crucial, and PandaDoc’s user-friendly, collaborative interface supported their agile work processes. This solidified Adam’s confidence that PandaDoc was the right solution to help drive LiteZilla’s continued success.
“PandaDoc solved every one of our problems. It’s incredibly easy to use and customize, and it has significantly improved our team’s collaboration. This software allows us to showcase the professionalism of our brand and communicate our company vision effectively. We can scale more efficiently, working smarter, not harder. For a company like ours that uses a myriad of software tools, finding one that truly embodies our ethos and enhances our efficiency is invaluable,” Adam said.
Succeeding with customer support
Although LiteZilla found PandaDoc easy to use without reliance on support, Adam remarked at how easy it is to work with support when they need a question answered or guidance on new features. “PandaDoc support is the best out of all the software we work with. We love how they consistently provide the help we need, reinforcing our confidence that choosing PandaDoc was the right decision.”
The availability of PandaDoc’s knowledgeable and responsive support ensures that even minor questions are promptly addressed. Whether it’s via chat, FAQs, help articles, or getting help directly from the team, LiteZilla gets the help they need quickly, enabling the company to always maintain its business momentum.
LiteZilla’s closing speed improved by 150%
With PandaDoc, LiteZilla’s sales cycle was drastically reduced, going from a week-long process to just two days. They can quickly and easily create professional proposals, eliminating the complexities found in alternatives they tried.
PandaDoc offers a strong suite of features that help LiteZilla customize documents to fit their specific needs, as well. By refining their proposals to include upsell opportunities, LiteZilla has also seen improvements in their average contract value and revenue opportunities.
"We were meticulous in our search for the right tool that would take our proposals to the next level, and PandaDoc delivered on every front. As a small business, PandaDoc has become an indispensable part of our workflow, demonstrating time and time again why it was the right choice for us."