Digitize your subcontractors onboarding workflow
Ensure that your construction projects kick off smoothly by setting up a paperless onboarding workflow for your subcontractors. Save time when collecting consent documents, signed agreements, checklists, and supplementary documentation.
Use case overview
A contractor uploads onboarding documents to pdfFiller or finds corresponding templates in the online library. By adding fields to the documents, a contractor creates fillable templates. The templates are then pre-filled with project-specific data and shared with subcontractors via short links. Subcontractors can then fill out and eSign the forms online from any device, as well as attach any requested documents such as certificates, licenses, and evidence of qualifications. Every submitted document then appears in the contractor’s pdfFiller inbox.
Benefits for construction professionals:
Saved up to 40 employee hours per month
Saved up to $30 per document by eliminating printing, scanning, and shipping costs
Secure environment for the safe storage and transmission of private data
Eliminated form errors and lost files
Integration with SharePoint, Google Docs & Drive, Gmail, Dropbox, and more.
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Why construction teams choose pdfFiller
Save time handling construction documents
Complete forms and contracts in the powerful PDF editor. Save reusable templates, quickly pre-fill them with data, and send documents for eSignature to stakeholders in seconds.
Reduce paperwork costs
Manage your construction documentation digitally. Stop wasting money on paper, printing, scanning, and shipping documents. Move on to paperless workflows.
Improve collaboration
Easily annotate PDFs: highlight, blackout, rewrite, or erase text inside your documents. Share comments, leave sticky notes, and send documents for review and approval in clicks.
Streamline application processes
Create fillable application forms and make them accessible to your prospective employees and customers for completion and signing. Get filled out forms straight to your pdfFiller inbox.
Get the right construction forms
pdfFiller hosts millions of fillable and printable forms. Quickly find certificates for payment, engineer reports, payroll reports, job applications, invoices, and so on in the online library.
Maintain security and compliance
Keep secure digital records of client information, payment contracts, and other sensitive data while complying with industry-leading standards such as SOC 2 Type II, 21 CFR Part 11, GDPR, HIPAA, and PCI DSS.
Check out the related construction forms
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This chart represents a partial list of features available in pdfFiller, PandaDoc, Adobe Acrobat and DocuSign
PandaDoc
Adobe Acrobat
DocuSign
PDF Editor & Document Creator
Edit PDF
Add Fillable Fields
Conditional fields
Custom Branding
Create documents and forms
Library of forms
Document Converter
PDF Converter
Merge PDF
Security & Compliance
Protect PDF
Encrypted folders
Audit Trail
HIPAA Compliance
Fillable forms
Host Fillable Forms
Collect Payments
Fill in multiple forms at once
Integrations
API
Send to the IRS
Mobile
Mobile Apps
Offline mode on mobile
Notarize
Sell forms
Step by step guide for a subcontractors onboarding workflow
1.
Register your pdfFiller account. You can try pdfFiller for free within a 30-day trial.
2.
Upload onboarding documents to your pdfFiller account or find samples in the online library.
3.
Add fillable fields to your documents using the editor.
4.
Turn your fillable documents into reusable templates.
5.
Based on your newly created templates, generate a set of copies for each subcontractor in your team and complete the documents with relevant data.
Pro tip: Save time pre-filling multiple onboarding documents using Fill in Bulk. You can pre-fill up to 1,000 documents at a time by adding information from your database or CRM to a table.
6.
Prepare the completed documents for publishing online using LinkToFill. All selected files will be added to a single envelope.
7.
Generate a short link to your envelope by clicking Publish.
To request a subcontractor to attach additional documents upon completion, click Advanced Settings in the LinkToFill pop-up. Then, specify the documents your subcontractor needs to attach to the envelope.
Once you have the link, share it with your subcontractor.
After a subcontractor has filled out and signed all your onboarding documents (and attached the requested files), you will find them in your pdfFiller inbox.
Why do construction professionals choose pdfFiller?
Start saving time and money on document routines right now.
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Hassle-free PDF editing
Faster approvals with eSignatures
Annotation tools
Secure cloud storage
Powerful document sharing