Case Study: ActivePDF achieves automated renewal invoicing and 45% year-over-year growth with Oracle NetSuite

ActivePDF is Taking Its Ubiquitous Technology to the Next Level

ActivePDF, a Laguna Niguel–based software company that automates PDF processing for everyday transactions, faced internal friction despite its ubiquitous technology. The small team (20–49 employees, ~$10M revenue) was burdened by manual processing of thousands of small renewal transactions, inconsistent reporting, and limited visibility that kept it from focusing on larger six- and seven-figure renewals.

By implementing NetSuite ERP and CRM with NetSuite Professional Services and building a custom DocuSign renewal workflow, ActivePDF automated contract delivery, in-agreement payments, and data flow back into NetSuite. The solution improved forecasting, resource allocation, lead generation and invoicing, drove year-over-year growth of more than 45%, and sets the company up to pursue additional automation and further double-digit revenue gains.

ActivePDF

Derek Gerber

Global Marketing Director