Smart Docs helped Redlist become more efficient and hit a near 200% increase in ARR

Redlist needed a new proposal creation process

Redlist previously repurposed Canva to design their proposal documents. However, the team were soon running into problems that affected the productivity of their salespeople and the quality and accuracy of the proposal documents being sent out to clients.

With each proposal taking up to three hours to draft and send out, and each salesperson sending three-to-four proposals per week, a huge amount of time was spent purely on writing these documents, taking focus away from sales.

Without the ability to auto-fill fields in their templates, Redlist salespeople were having to manually enter text and data, creating several opportunities to introduce human error.

When Robert Williams joined as Head of Sales in May 2021, he quickly realized that they needed a better solution for writing proposals. He wanted to free up the sales staff from basic admin so they could focus on their sales activities.

How Smart Docs provided the solution Redlist needed

When Williams joined the team, Redlist was already using Pipedrive, but the team hadn’t fully explored many of the features and add-ons available.

Before turning to third-party options, Williams explored which Pipedrive tools could replace Canva, which was when he discovered Smart Docs.

Thanks to Smart Docs’ intuitive interface, Williams was able to set up templates for his team quickly and efficiently. Williams soon realized his team could save a vast amount of time by switching to Smart Docs and utilizing the powerful auto-populating options that pulled directly from their Pipedrive database.