Case Study: Carolina Office Systems achieves standardized digital forms and a streamlined workflow with pdfFiller

Eric Duncan uses PDFfiller to standardize and digitally distribute forms, invoices, work orders, and reports

Carolina Office Systems, represented by Eric Duncan, faced messy, inconsistent Word-based invoices, work orders, billable forms, and reports that were hard to distribute and often returned in the wrong formats. To standardize data capture and reduce rework, Duncan adopted the PDFfiller digital document management platform (PDFfiller Editor, MyDocs, LinkToFill, SendToSign) from vendor PDFfiller.

PDFfiller was used to convert documents into fillable, standardized PDF templates, automate distribution and signing (LinkToFill, SendToSign), and securely store records with two-factor authentication and S3 storage. The PDFfiller solution produced faster form completion, fewer format errors and follow-ups, improved OCR/indexing and organizational accountability, and saved time on document processing—outcomes Duncan cites when recommending PDFfiller.

Carolina Office Systems

Eric Duncan

Dealer