Key Results
Client Overview
In Business Since: 2021
Industry: Telecommunications / Construction
The client was experiencing workflow delays due to manually processing and signing transaction PDFs.
Delays in approvals meant slower payment cycles, added administrative burdens, and a frustrating experience for both internal teams and customers. To fix this, they sought to automate e-signatures for invoices and other transaction PDFs—ensuring a faster, more reliable process that eliminated manual steps.
Challenge
The client’s existing PDF templates weren’t structured to accommodate e-signatures, making it challenging to apply signatures without disrupting the formatting. Additionally, third-party workflows that had been deployed conflicted with their preferred invoice templates, further complicating the process.
To automate their invoicing process without introducing errors, delays, or inconsistencies, they needed to address several key roadblocks:
Without a structured and reliable e-signature workflow, invoicing inefficiencies would continue to slow down payment cycles and approvals, leading to unnecessary administrative work and customer delays.
Solutions
To ensure seamless automation and eliminate bottlenecks, Stockton10 customized the transaction PDF templates and built a structured workflow to properly integrate e-signatures into the invoicing process.
Here’s how Stockton10 solved the challenges:
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