How Vallon Consulting reduced document signing time from weeks to instant with pdfFiller

The challenge

• Repetitive form preparation: Preparing nearly identical compliance forms for each client was a tedious, manual task that drained team resources.
• Virtual team coordination: With no physical office, collaborating on documents posed challenges, often leading to delays and version control issues.
• Client signature delays: Truck drivers, frequently on the road with limited access to printers or scanners, caused signing delays of days or even weeks.
• Paper dependency: High paper usage increased costs and raised environmental concerns, misaligning with modern business practices.

“I needed a platform that could merge documents together, edit them, sign them, then email or fax them. Ideally, all in one. I was introduced to pdfFiller last year. So i just went and got an account for myself, and have been using pdfFiller ever since. It makes my life easier, especially considering that we are filling out pretty much the same documents continuously”

Rowena Thornton,

CEO and Managing Director of Vallon Consulting

The solution

• Document merging and editing: Simplified the preparation of repetitive compliance forms by consolidating and editing documents in one interface.
• Electronic signatures: Allowed clients to sign documents instantly from any device, bypassing physical paperwork.
• Direct delivery options: Enabled emailing or e-faxing documents straight from the platform, eliminating printing and scanning.
• Real-time tracking: Provided visibility into document status, enhancing collaboration for the virtual team through an organizational account setup.

Results

• Instant signatures: pdfFiller enabled clients to sign documents instantly, reducing turnaround time from days or weeks to immediate completion, streamlining client interactions. “It used to take a few days, sometimes even weeks, because a client might not have the paperwork at hand, forgot it, or a page got jammed,” Rowena Thornton explained. “And now, with pdfFiller, the whole process of signing documents is just instant.”
• Boosted productivity: By automating manual tasks, the team saved significant time, allowing them to focus on higher-priority compliance consulting work. “Quicker turnaround time for signed documents means more productivity, it means we have more time for other, more important tasks,” Thornton noted.
• Enhanced transparency: Digital workflows provided real-time visibility into document status, enabling the team to track who received, opened, or viewed documents, improving accountability. “With everything digitized, we can now instantly see who received documents from us, opened, and viewed them,” said Thornton. “This is definitely a helpful tool for all of us,” improving accountability across the team and with clients.
• Paperless efficiency: The shift to digital workflows eradicated paper usage, reducing costs and supporting environmental sustainability.