Discover how Committed to Capital streamlined the “Proposal Sent” stage of its advisory process with structured PandaDoc proposals and e-signatures turning first consultations into signed engagements faster.
40%
Faster Proposal-to-Signed Turnaround
Zero
Manually Rebuilt Proposals
Fully
Compliant E-Signatures
Real-Time
Proposal Status Tracking
After a strong first consultation, advisors were manually drafting financial planning proposals and engagement agreements one at a time, retyping the same client details each time.
That turnaround worked against them momentum from a good consultation cooled while a prospect waited days for a proposal to land in their inbox.
There was also no way to tell whether a sent proposal had even been opened, so advisors were following up blind, and signed agreements lived separately from the CRM instead of updating a client’s record automatically.
We built standardized PandaDoc templates for Committed to Capital for financial planning proposals and engagement agreements, pulling client details in automatically instead of retyping them each time.
When a deal reaches the Proposal Sent stage in their CRM pipeline, a PandaDoc proposal now goes out immediately, keeping the two systems working from the same data. Every proposal moves through a visible document lifecycle sent, viewed, signed so advisors know exactly when to follow up.
Signed engagement agreements sync back into the firm’s broader tech stack automatically, so a client’s record stays current the moment they sign.
Committed to Capital is a trusted financial advisory firm that helps individuals and small businesses plan for their future, guiding clients through retirement, business, and family financial planning.
Committed to Capital
