InstantDocs Case Study
IT Services Firm Cut Proposal Generation Time by 62% Using Salesforce-Native Automation
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Industry
IT Services
Company Size
101–250 Employees
Region
Seattle, Washington
Solution/Product
Proposal & Quote Automation
Replacing Slow, Manual Proposal Workflows with Structured, Salesforce-Native Automation
When proposals take days to prepare and quotes require multiple rounds of manual edits, sales teams spend more time formatting than selling. See how one growing IT services firm eliminated the bottleneck, cut proposal generation time by 62%, and gave its sales team capacity to manage 4x more active opportunities with the help of 360 InstantDocs, all natively from Salesforce.
In this case study, you’ll learn how we:
- Replaced spreadsheet-based pricing and manually maintained templates with branded proposals
- Enabled one-click proposal and quote generation from live Salesforce opportunity data
- Applied conditional logic for service scope, pricing terms, and optional document sections
- Saved 80+ sales hours per month
- Reduced proposal turnaround from days to hours
