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Manual formatting in MS Word
Quotations were prepared entirely manually in Word documents. This made the process time-consuming and error-prone, especially when repeated adjustments were needed or existing templates were reused.
Missed upsell & cross-sell opportunities
Manual Word templates meant that additional products or add-ons were often forgotten. There was no easy way to add them quickly, so upsell and cross-sell opportunities were frequently lost.
No digital signing possible
Quotes could not be signed digitally directly and there was no streamlined process of sending, following up and accepting.
Inconsistency in layout and quality
Every quotation looked different. There was no uniform house style. This led to a fragmented appearance and reduced recognition among customers.
Modular quotations with drag and drop add-ons
Sales now produces professional quotations faster with reusable building blocks and drag-and-drop product modules. Add-on products can be added in one click, structurally incorporating upsell and cross-sell.
Digital signing
Quotes are smoothly approved online, without detours.
Faster for the customer and for BLCC.
HubSpot integration
Customer and deal data is automatically populated, status updates arrive directly in HubSpot and marketing can follow up smartly with targeted campaigns (e.g. upsell/cross-sell)
Video explanation via Loom
For smooth adoption, we created clear videos of the entire process with Loom. Sales staff can find out for themselves how it works at any time. New colleagues, too.
A workable flow is not always scalable
What works on a small scale often runs aground as you grow. Think proactively about processes that scale with your team and customer volume.
Combine tools smartly for more impact
With PandaDoc and HubSpot together, you create speed, brand consistency and real-time insight. From quote to follow-up.
Video onboarding accelerates adoption
Clear explanation videos make new flows understandable and repeatable. This reduces questions and accelerates your team's learning curve.