PandaDoc noticed prospective customers were slow to sign proposals and they wanted to minimize the linger time. So they tried embedding a testimonial page, featuring a customer video, into the proposal (obviously created in PandaDoc). The hypothesis was that this would validate the prospective customer’s decision to sign with PandaDoc and squash any last minute “let me just search around for a while longer for another solution.” The result? Faster time to signature, more time spent in the proposal document, and (bonus!) greater buy-in from additional stakeholders.
Lessons