Northwind
B2B SaaS · 40 employees · Austin, TX
Northwind sells procurement software to mid-market manufacturers. In Q3 2025 they were paying for DocSend, DocuSign Business Pro, PandaDoc, and Visible — across 22 seats and four bills. By Q1 2026 they were on Dataroom, and their close rate had climbed 24%.
Switched proposals first
Rebuilt the top-of-funnel proposal as a Dataroom interactive doc with pricing tables and an accept-and-sign block. Closed 3 deals in week one.
Moved MSAs and order forms
Imported 47 active envelopes from DocuSign. Legal owned templates, sales picked them up. Cycle time dropped 38%.
Wired CRM sync
Two-way sync to HubSpot replaced three Zapier flows. Pipeline finally reflected reality.
Cancelled the rest
PandaDoc, DocuSign, Visible, and DocSend Pro — all cancelled by end of Q4. Saved ~$3,400/mo across 22 seats.
“Sales sends proposals, legal sends MSAs, finance sends order forms — all from the same place. No more reconciling who sent what where.”
60-day trial, every feature, no card.