CASE STUDY

E-Signatures That Work: Automating Transaction PDFs for Faster Approvals & Payments

Manual document approvals were slowing invoicing, delaying payments, and creating unnecessary administrative work. Stockton10 redesigned the transaction PDF workflow by integrating digital signatures directly into NetSuite, creating a faster, more reliable approval process while maintaining document accuracy and compliance.

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Client Overview

In Business Since: 2021

Industry: Telecommunications & Construction

Enviroment: Oracle NetSuite ERP

Modules Deployed: 4

The client relied on manually signing and processing transaction PDFs, creating delays in approvals and payment collection. Existing PDF templates and third-party workflows were incompatible with the desired e-signature process, requiring a customized NetSuite solution that could automate document generation while maintaining formatting and reliability.

Key Results

Faster Approval & Payment Cycles

Automated e-signature workflows reduced approval delays and accelerated invoice processing, helping transactions move through the business faster.

Reduced Administrative Work

Removed manual printing, signing, scanning, and document handling, allowing teams to focus on higher-value operational tasks.

Improved Accuracy & Compliance

Standardized digital signatures across transaction PDFs, reducing processing errors while improving document consistency

Reliable Document Automation

Integrated signed transaction PDFs directly into NetSuite workflows, eliminating document confusion and improving process reliability.

The Challenge

Legacy PDF Templates

Existing transaction PDF templates were not designed to support digital signatures, making automation difficult without disrupting document formatting.

Third-Party Workflow Conflicts

Previously implemented third-party processes conflicted with invoice templates, preventing seamless e-signature integration.

Non-Standard Digital Signatures

Client-provided signature formats were incompatible with NetSuite's PDF generation process, requiring additional customization.

Incorrect Email Attachments

Automated emails occasionally attached incorrect transaction PDFs, creating confusion for customers and internal teams.

The Solution

Rebuilt Transaction PDF Templates

Modified existing NetSuite PDF templates to support digital signatures while preserving document layout and formatting.

Resolved Workflow Conflicts

Refined existing automation and workflow logic to eliminate conflicts between customized invoice templates and third-party processes.

Digital Signature Integration

Implemented a standardized electronic signature process that produced consistent, NetSuite-compatible transaction documents.

Email Template Optimization

Updated automated email settings to ensure every outgoing message attached the correct signed transaction PDF.

Validation & Production Testing

Verified the complete workflow using NetSuite Release Preview and production testing to ensure consistent results before deployment.

Modules

Transaction PDF Templates

Invoice Management

Email Templates

SuiteScript

Transaction Records

Integrations

NetSuite PDF Templates

Email Automation

Electronic Signature Workflow

Business Outcomes

Accelerated Approval Cycles

Automated approvals reduced document turnaround time, allowing invoices and payments to move through the business more efficiently.

Lower Administrative Overhead

Eliminated repetitive manual document preparation and handling, freeing internal teams to focus on higher-value activities.

Diana R.

Finance Operations Manager

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Modernize your NetSuite approval process.

Manual approvals and document handling don't have to slow your business down. Stockton10 helps organizations automate transaction workflows, integrate digital signatures, and improve operational efficiency without disrupting existing NetSuite processes.

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