Digital transaction management (DTM) is essential. It helps companies stay organized, collaborate, and speed up customer interactions, from onboarding to contract signatures to payments.
PDCflow has been helping companies send, receive, and organize digital transactions for more than twenty years, and keeps getting more efficient.
In fact, we facilitated over a million secure digital communications in 2024 alone.
What is Digital Transaction Management?
Digital transaction management involves securely sending, receiving, and storing digital records, including esignatures, digital documents, and payments.
For example, with PDCflow esignature and billing software, companies manage digital transactions through secure email and SMS requests, audit trails, and comprehensive reporting.
PDCflow Digital Transaction Management
Customers from all types of industries benefit from PDCflow’s digital transaction management features.
From document management and workflow automation to digital signatures and multiple payment methods, PDCflow offers flexible DTM solutions.
- Multiple Documents: Send up to five documents in one request to cut down on confusion
- Multiple Recipients: Send requests to one or multiple recipients. Customize the recipient order and add any elements you need, like esignatures, documents, and payment requests.
- Bulk Sends: Send requests to up to 5,000 recipients at once via simple spreadsheet upload.
- Event Notifications: Follow your requests every step of the way. Sign up to be notified when your request moves through each stage.
- Audit Trails and Reporting: Recall details of a single request, or view comprehensive reporting for overall transaction performance.
Real-World Results of Using PDCflow
By the Numbers
Businesses that use PDCflow increase customer engagement numbers, save hundreds to thousands on software costs, and save time on basic tasks.
Some direct results PDCflow customers have seen after switching to our software:
- Many customers experience a 4X increase in success rate when sending automated reminders before a request expires.
- One real estate transaction company saved up to $100 per multiple-signer document as compared to the high costs of unnecessary notary software fees.
Senior Operations Manager
Real Estate Transaction Company
- We saved one real estate transaction company thousands of dollars in integration fees with an easy-to-use interface that handles documents, esignatures, and payments together.
- Saved nearly 30 minutes per interaction. One company used to spend nearly half an hour on the phone troubleshooting signing issues because their tools were hard to use. Now, clients can finish paperwork on their own or with a five-minute walkthrough.
Senior Operations Manager
Real Estate Transaction Company
- Carlisle Wide Plank Floors has been able to achieve a 74% completion rate of contracts with a payment sent in one workflow. Instead of asking for signatures and a payment separately, using PDCflow simplifies digital transactions by combining them into one request.
Faster for Staff
PDCflow digital transaction management doesn’t just save companies money; we make work faster for staff, so they spend less time doing manual or repetitive tasks. This way, they can move on to more important work that builds your business, not just maintains it.
- Our system is easy to learn, and we offer free training to every customer. One company created a fast, 5-step training process so staff can quickly get up to speed using PDCflow. This saved management hours they used to spend teaching employees.
- The EastCoast Entertainment accounting team saved time on account follow-up using PDCflow. With easy email and SMS payment requests, they no longer needed to call clients for payment follow-up or take card payments by phone.
- EastCoast Entertainment used PDCflow to replace payments by mail, eliminating visits to the post office once or twice a day to see if payments had arrived.
- EastCoast also saved time verifying that documents were completed and payment had been made. With PDCflow, representatives can easily log in and pull a report on their transactions.
Easier to Use
Not only does PDCflow save employee time with follow-up and manual work, but we also make digital transaction management easy. Here are some of the ways our esignature, document, and payment workflows make work easy.
- Corporate Direct Inc. and Sutton Law Center employees are able to easily verify the status of every request they send. With Flow reporting, staff can log in and pull a report on their transactions.
- With PDCflow, Corporate Direct Inc. and Sutton Law Center was able to connect a document checklist workflow with their payment portal, making the process of getting documents and a payment at the same time easier.
- EastCoast Entertainment eliminated payment-related issues, like incorrect or partially completed checks (wrong amount, different name than what is on the contract, signature missing, etc.). By using email and SMS requests, all of the required contract information is included with a payment.
- Carlisle Wide Plank Floors eliminated the need for follow-ups on accounts where only half of the workflow was complete. With PDCflow, they combine contracts and payments, so it’s easy for staff to finish their work.
- PDCflow reduces the number of software tools it takes to complete tasks. Carlisle Wide Plank Floors reduced training time, staff tasks, and operating costs.
Better for Managers and Administrators
Customer service, sales, and accounting all benefit from PDCflow’s easy digital transaction management features, but administrators and operations managers see advantages too.
PDCflow’s flexible settings, PCI compliance, and easy integration make administrative tasks easy.
- Carlisle Wide Plank Floors simplified PCI compliance, since staff no longer needed to write down or store card data. With a text or email Flow request, the cardholder inputs all card data within the request, and PDCflow stores the sensitive data.
- PDCflow facilitated easy API integration after just one meeting. Corporate Direct Inc and Sutton Law Center were able to integrate to our APIs after a single meeting with our dedicated development support team.
Better for the bottom line
PDCflow not only saves time and makes work easier, we save companies money. Here are some examples:
- Improved Contact Rates. Email and SMS increased one company’s ability to reach consumers, which increased call-in rates from people who wanted to pay by phone.
- Many companies need an affordable way to send documents and get esignatures. PDCflow has many customers who saved money switching from Docusign.
- Bulk sends make it easier for collection companies to send requests to thousands of contacts at once. One agency improved revenue through higher payment responses and fewer employees required to collect payments.
Does your company need to manage digital transactions through simple document, signature, and billing workflows? With PDCflow:
- Send via email or SMS
- Instantly recall documents, transactions, and other request records
- Give everyone in your company a login at no extra charge per user
Sign up for a 14-day free trial of PDCflow's document delivery and esignature software and see it for yourself.
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- ABOUT THE AUTHOR -
Hannah Huerta, Marketing Specialist
Hannah Huerta is a Marketing Specialist at PDCflow. She creates content for the accounts receivable and payment industry.
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