PDF guide for directors and owners of small and medium businesses

2 min read·15 April 2027

Directors of small businesses handle a lot of paperwork themselves: invoices, contracts, shareholder resolutions, and annual accounts. With PDFrust all these documents can be quickly and professionally handled without expensive software.

Format and send invoices

A professional invoice is sent as PDF. Export your invoice from accounting software or Excel as PDF. Add your logo as a header or stamp. Compress for email delivery. Archive each invoice by reference number in an annual PDF archive.

Sign and archive contracts

Supplier contracts, lease agreements, and collaboration agreements are signed digitally. Use the Sign tool for the signature. Flatten the document after signing. Archive per contract party in a protected file.

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Prepare shareholder resolutions

Board decisions are recorded in shareholder resolutions or minutes. Create the document as PDF, sign digitally, and stamp with the date of the resolution. Store all resolutions chronologically in the shareholder register as a PDF archive.

Present quotes professionally

A professional quote in PDF format builds trust with clients. Export your quote as PDF. Add a watermark "QUOTE — VALID UNTIL [DATE]". Sign the final version after acceptance and deliver a signed copy to the client.

Bundle annual accounts for the accountant

Annually you supply annual accounts: profit and loss statement, balance sheet, and notes. Merge all components into one PDF annual accounts file. Merge all bank statements and attachments per section. Send as a protected PDF to the accountant.