PDF compression guides

Merge PDFs for Client Approval

A practical workflow for client approval PDF: protect a proposal, scope, pricing, and approval page and check the final PDF before sharing or uploading it.

By PDFStay Editorial Team

Last updated

Assemble an approval-ready client packet with a clear order and a final check for missing or unrelated pages. Start with the destination requirements, work from a copy, and inspect the downloaded result. Place the proposal first, then scope and pricing, followed by the approval page and requested attachments. This keeps the workflow reversible and gives you a concrete final file to review before the next step.

Prepare the client approval PDF before processing

Assemble an approval-ready client packet with a clear order and a final check for missing or unrelated pages. Record the source filename, size, page count, and any destination rules first. PDFStay's normal client approval PDF workflow is designed to process the PDF in the current browser session rather than upload it to PDFStay servers. Your own organization or destination policy remains the final authority.1, 2

Pre-processing checks
CheckWhy it matters
Keep an untouched source copyYou can compare or recover the original
Read the destination rulesSize alone may not determine acceptance
Identify a proposal, scope, pricing, and approval pageThese details need a close final inspection

Verify the downloaded output

  1. Create a working copy of the client approval PDF.
  2. Run the task in PDFStay using the /merge-pdf workflow.
  3. Download the result with a distinct, descriptive filename.
  4. Open the exact output and place the proposal first, then scope and pricing, followed by the approval page and requested attachments.

FAQ

What order should an approval packet use?

Place the proposal first, then scope and pricing, followed by the approval page and requested attachments. Keep the source until the final recipient, portal, or reviewer has accepted the output.

Does PDFStay guarantee that every client approval PDF will be accepted?

No. PDF behavior depends on the source file, browser memory, document features, and the destination system. Follow the destination instructions and verify the exact output.

Sources

  1. PDFStay — Compress PDF workflowPDFStay first-party methodologySource reviewed:
  2. PDFStay Privacy PolicyPDFStay first-party methodologySource reviewed: