How A PDF Suite Can Help Your Startup Run Smoothly

document management for startups

There are a number of things we all wish we could do better. When you’re a one-person team who’s trying to launch a startup, you need all the help you can get to be more efficient, more effective and do things better.

To that end, you can’t underestimate the value of a good, well-oiled, well-organized document management system. In addition to personality and grit, the tools you have at your disposal that will determine how well you can accomplish the multiple day to day digital document tasks.

Tools can fill those gaps as you start scaling up, and, as a bonus, those same tools can even help your future employees establish an official workflow. Though you may not think it, just having a tool like a PDF software can help kick start your digital document system into gear after its all mapped out.

Here’s how a professional PDF suite like Able2Extract can help a budding startup run more smoothly.

Manage Financial Documents Easily

For administrative tasks, processing finance-related documents will be a major part of your routine. This can cover anything from office supply purchases to your first sale or service charge.

Yet the format of choice for receipts, balance sheets and statements is the PDF format – both native and scanned. When your business needs to record and report financial transactions, quotes and invoices, PDF documents aren’t the greatest formats to work with.  

What most don’t know is that you can get that data into formatted spreadsheets without wasting time on post-conversion cleanups. Able2Extract allows you to convert your native or scanned PDF to Excel spreadsheets that can be used to work with your financial software of choice. The custom PDF to Excel feature lets you get hands on with your rows and columns to customize your converted data with more precision.

Instantly Sign Contracts, Agreements, and Business Documents

Startups looking to expand and build, will no doubt need to sign and draft contracts and agreements. Yet, when signing official documents, it can be easy to resort back to old habits and print, sign and rescan those signed documents.

Being able to sign PDF documents electronically, though, allows you to keep things digital, secure and efficient. This will come in handy if you’re assigned to approve contracts, confirm receipt or revisions or simply sign off on releasing information.

Using the PDF signing feature in Able2Extract eliminates those steps. Whether or not you want to type, draw or attach an image signature, you can do so from the Able2Extract interface. Even adding a cryptographic digital signature is possible if you’re set up with an encryption key from a third party signing authority.

Collect Client Information Quickly

filling in a PDF form using Able2Extract

As a business starting out, building your client base will be one of your top tasks. Creating contact lists on prospective leads will have you dealing with databases, but the first thing you’ll need to figure out is how to collect that data.

Creating a PDF form is an easy way to gather information from website visitors and gated content that can funnel high value leads to your startup. Posting a form up in a few key places online and setting it up so users can submit their data to you is the most effective way of doing  so.

Able2Extract can create customized PDF forms that will let you decide how to collect the information you need with text fields, radio buttons, checkboxes, and lists. The information can be submitted to a database you designate.

Publish DIY Professional Material

Publishing and design software can be expensive, especially if you need hard or digital copy brochures and literature for marketing  to promote your brand. Budgeting in your first few years can be though, so you’d probably be better off using tools that are available for average users like MS Publisher.  

Able2Extract can turn your marketing ideas into reality. You can literally take business logos and branding images saved in PDF and convert PDF to MS Publisher. From there, you can further refine and prep your content in Publisher for a professional and polished look.

Collaborate Easily Around Content And Documents

reviewing business documents

Working with others to build your business takes hours of teamwork and collaboration to generate and execute ideas that can take your company further. When ideas get bandied about in PDF format, collaborating and reviewing drafts can get messy as team members may convert, edit and then re-PDF the content to share it with the rest of the team. A simple comment or note won’t justify converting a 50 page PDF, though.

Using the annotation feature in Able2Extract cuts out the time and need for multiple documents being converted, marked up, saved and sent around. You can annotate a single PDF and its contents instantly by adding comments, mark up and notes for others to see, keeping everyone’s feedback intact.

Extract Mass Data In Batches Automatically

Doing the same task over and over again is a waste of time, especially when you can automate it. This applies to PDF conversions – a time consuming task when conversions are done one by one on a folder full of PDF documents. Batch conversion can be super helpful in such cases.

The Able2Extract batch conversion feature allows you to do just that. You can set up your files (even whole directories of PDFs), specify the output format, start the conversion process and let the software do the heavy lifting for you. You can accomplish the more important tasks for your startup that need your attention.

Get Your Digital Document Workflow Running Efficiently

A  digital document workflow means nothing unless you can interact with them effectively.  As an entrepreneur, you’ll be doing way too many things to waste time figuring things out. All PDF features in Able2Extract are geared towards solving the heavy duty PDF tasks that can be the most frustrating.

Does your startup operations need a kickstart in the right direction? You can try Able2Extract free for 7 days or talk to one of our sales reps on custom solutions that could work for your budding startup.