Make Proposals That Win Deals—Faster

Proposals shouldn’t slow down your sales cycle. With PandaDoc, you can create beautiful, interactive proposals that are easier to build, quicker to send, and proven to close more business.

At Groove Consulting, we help teams implement and optimize PandaDoc to streamline the entire proposal process—from creation to close.

Why PandaDocs?

Over 10,000 companies use PandaDoc to modernize their document workflows. Our clients report:

– Up to 28% higher close rates
– Proposals sent in half the time
– Fewer errors, faster approvals, and better buyer engagement

The Old Way (The Status Quo)

Proposals live in scattered Word docs and spreadsheets

It takes days to send out a simple proposal. Deals are being lost due to manual work.

Getting your approvals viewed and approved is a nightmare.

Please don’t say your sales team is handling red lines and legal changes to your documents…

Are your documents being sent into the abyss with no analytics?

The New Way with PandaDoc

PandaDoc allows you to streamline your entire proposal process from your CRM.

  • Templates + Content Library: Drag-and-drop your best content to build winning proposals in minutes
  • Interactive Documents: Add videos, dynamic pricing, and personalized messages
  • Automated Approvals & Content Locking: Keep legal terms consistent and eliminate errors
  • In-App Messaging: Collaborate with your team or clients directly inside the proposal
  • Real-Time Tracking & Analytics: Know exactly who’s engaging with your proposal and where to follow up
  • eSignatures & Payments: Close the deal without the back-and-forth or delays

Why Groove Recommends PandaDoc

We believe proposals should close deals quickly and efficiently, without having to jump through several softwares. PandaDoc allows you to do just that!

“Upgrading our subscription to take advantage of PandaDoc CPQ for HubSpot has been well worth it. I had tried other CPQ options and they were all subpar. I’m super happy with our choice and can’t stress enough how much we needed this solution.”

Emerson McCuin,

Director of Revenue Operations at HAAS Alert

How Groove Supports You with PandaDoc

As PandaDoc pros, we make setup smooth, strategy sound, and systems synced.

Implementation & Setup

We’ll connect PandaDoc to HubSpot or your CRM and your other tools, ensuring clean data and clear workflows.

Template Design Support

Need help designing proposals that actually move the needle? We’ll ensure you’re proposals and agreements are visually appealing.

Custom Workflows

We’ll build approval processes, content libraries, price catalogs, and personalized document journeys

Training & Support

From onboarding to optimization, we make sure your team is confident using PandaDoc from day one.

How PandaDoc Works in your Tech Stack

Close more deals with PandaDoc and Groove

Your comp plan is more than a payout policy, it’s a powerful driver of behavior. Let’s help you use it that way. Book a call with Groove to learn how QuotaPath can simplify, align, and supercharge your sales compensation strategy.