Channel Engine reduces proposal creation time by 93%

The Challenge

Channel Engine’s sales team used PandaDoc to streamline proposal creation, reducing their time-to-create to only 15 minutes. Sidd Hora, Revenue Operations knew there was an opportunity to leverage automation and data centralization to further streamline their sales process and how they created complex contracts and quotes with PandaDoc. 

The Solution

Sidd Hora, Revenue Operations Specialist at Channel Engine recognized the need to take full advantage of PandaDoc’s capabilities using the HubSpot CRM and Zapier integrations. For their partner-led sales initiative, he had Channel Engine implement automations with Zapier and PandaDoc that not only eradicated manual errors but also reduced time spent creating contracts from an already impressive 15 minutes to just one minute — a 93% reduction in time spent by their sales team.

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.