The challenge
Luigi’s Box, a growing startup faced with difficulties in the management of contracts. Their existing use of PandaDoc was basic – they were using simple templates, adding signers and sending documents. They struggled with their proposal approval process taking 3-4 hours a day to review before sales could send them to prospects, prompting them to dig deeper into PandaDoc’s capabilities.
The solution
Natália Gažiová, Sales Operations Specialist at Luigi’s Box stepped in to revamp their PandaDoc usage. By exploring and implementing features like Templates, Smart Content, Content Locking and PandaDoc CPQ for HubSpot, they automated and streamlined their sales process. This led to significant time savings and reduced bottlenecks to get proposals to prospects in a timely manner.
Maximizing PandaDoc’s potential
Working primarily with e-shops to enhance their traction, Luigi’s Box is a set of tools for e-commerce (search, analytics, recommender & product listing), that helps increase sales by providing visitors with the best possible shopping experience. When Natália first joined Luigi’s Box, the company’s usage of PandaDoc was limited to basic templates with no special functionality.
This approach did not fully capitalize on the robust features PandaDoc offered, which was a missed opportunity for enhancing efficiency. Recognizing this, Natália quickly focused on expanding their utilization of the platform.
Through her efforts, Luigi’s Box began leveraging PandaDoc features that would further improve the sales team’s efficiency:
- She ensured that comprehensive document templates were created across various categories, allowing the team to maintain several templates tailored for different languages and types of stakeholders, including customers and partners.
- They enabled the PandaDoc HubSpot integration, enabling reps to create and send proposals directly from within HubSpot. This approach also ensured that any action that occurred in PandaDoc (such as a contract being signed by the prospect) would feed back into HubSpot and even change the opportunity to closed/won.
- They began to use Smart Content, allowing sales representatives to tailor proposals quickly based on options like monthly, annual, or quarterly sales plans directly within the documents.
Standardizing pricing with PandaDoc CPQ for HubSpot
Natália made great headway to ensure that Luigi’s Box was leveraging PandaDoc to it’s fullest potential, however, one challenge persisted: the need for manual approval of contracts due to pricing considerations.
Having previous experience with PandaDoc, Natália recognized its potential to solve their problems. She worked closely with our product team to investigate the capabilities of PandaDoc’s HubSpot for Configure, Price, Quote (CPQ) features, aiming to empower sales representatives with flexible pricing structures that adhered to company guidelines without compromising accuracy.
By integrating PandaDoc’s CPQ functionalities into their existing workflows, Luigi’s Box could automate pricing calculations and enforce rules directly linked to product options, discounts, and customizations. This not only simplified the proposal creation process but also provided sales reps with a guided experience to select appropriate pricing based on predefined parameters.
As a result, the need for manager approval on every proposal was significantly diminished, with quality assurance measures built into the pricing strategy itself.
“PandaDoc CPQ for HubSpot has truly transformed our sales process at Luigi’s Box. Before integrating these features, we faced constant delays due to manual approvals and complex pricing structures. Now, the automation of pricing calculations and the ability to adhere to our company guidelines has allowed our sales team to operate with unprecedented efficiency. The guided experience ensures that we provide accurate quotes every time, significantly reducing bottlenecks and boosting our overall productivity. I can’t imagine going back to our previous method—this has been a game changer for us!” – Natália Gažiová, Sales Operations Specialist at Luigi’s Box
Making the most of PandaDoc
Luigi’s Box had regularly scheduled calls and received help from PandaDoc’s product team to implement PandaDoc CPQ for HubSpot, supporting them with detailed documentation and video resources, ensuring they could successfully implement and utilize the features.
Luigi’s Box saw marked improvements when they made the most of PandaDoc’s features. Proposals are now created directly from their HubSpot CRM, with predefined options allowing sales representatives to create contracts independently, reducing the need for sales leadership’s constant involvement.
Saving hours per month creating proposals
Fully adopting PandaDoc’s feature set resulted in process efficiency and saved their sales team several working hours each week. With PandaDoc CPQ for HubSpot, there will no longer be a need for managers to spend hours reviewing proposals before they can be sent to prospects. According to Natália, the overall experience with PandaDoc has been great. Their sales reps can now focus their time on selling solutions, rather than spending hours creating proposals.
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"I can’t express enough how transformative PandaDoc has been for our sales team. Prior to fully utilizing all features, our proposal process hindered the sales team’s efficiency. With the capabilities of PandaDoc at our fingertips, we’ve automated manual tasks that used to consume our resources. I genuinely love PandaDoc for not only enhancing our efficiency but also for empowering us to achieve our growth goals."
