When payment requests are handled separately from signed payment agreements, it’s easy to lose paperwork or miss getting an important signature. Standardized payment agreement templates: Reduce errors and missing signatures Link a signature directly to the corresponding payment Make sure authorizations comply with NACHA and Regulation E of the Electronic Funds Transfer Act (EFTA) Read on to learn more about …
Template Management: Best Practices, Tips, and Tools
Looking for a better system to create, organize, and send requests to customers? Template management is an excellent way for busy office managers to simplify these repetitive tasks. Well-designed templates save time and reduce human error, whether you’re: Setting up electronic signature agreement templates Setting up a process for accepting credit card or check payments. Sending customer documents or notifications …
Tools and Hiring Practices That Simplify Onboarding
Strong hiring practices matter for business success. Better hiring reduces turnover, improves productivity, and ensures your business remains compliant. But between sorting through resumes, interviewing, and onboarding new staff, the process can be time-consuming. That’s where technology can give your company an advantage. When HR staff and hiring managers have easy access to digital records, it’s simpler to: Keep track …
How Zero Credit Card Processing Fees Save on Merchant Costs
For businesses with tight profit margins, few challenges sting more than rising credit card merchant fees. Your company shouldn’t have to give up on taking credit cards to keep operating costs low. Organizations looking to control merchant costs need a more affordable option. That’s why zero credit card processing fees and zero cost credit card processing programs have gained so …
Digital Transaction Management: Real Customer Results
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.Learn more about …
From Delay to Done: How to Speed Up Online Document Signing
PDCflow is continually improving our esignature software to make it easier for companies to send requests and for customers to: Sign documents online Receive essential business paperwork Make payments via email or SMS In a live Strategy Session, PDCflow’s Heather Harris, Lucy Ayala, and Kristen Makanoa highlighted some of these improvements that simplify online document signing and other business requests. …
Send a Settlement Agreement and Collect Payment Fast with Email and SMS
How you deliver a settlement agreement can make or break your ability to recover past due funds. Whether in third-party collections, multifamily housing, medical billing, or an AR department, you need ways to reach consumers quickly and securely. Digital settlement agreements let companies send documents (like a debt settlement agreement letter) and collect payments in just a few clicks. Using …
Past Due Rent Notice: Reaching Renters in a Digital World
Many property management companies still rely on traditional letters and phone calls to send a past due rent notice. But for today’s former renters, those channels often fail to reach the intended person. If you’re struggling to get responses from tenants who owe back rent, it’s time to rethink your strategy.“Our consumers have moved from one place to another… Mailing …
Task Automation for eSignatures, Documents, and Payments
How much of your staff’s time is spent doing repetitive tasks to manage customer signatures and payments? Task automation streamlines day-to-day responsibilities so teams can devote their time to more important issues. Task automations are a lifesaver when your office needs to: Manage complex contract workflows across departments Monitor payments for deal stages or reconciliation Send many messages to many …
PDCflow Given 2025 “Best Value” Award for Digital Signature
PDCflow has officially been recognized as one of the best esignature services of 2025. We are excited to announce our most recent award, the “Best Value” badge for the Gartner Digital Markets digital signature software category. This honor was earned based on independent reviews collected from satisfied PDCflow customers. The reviews are published and accessible for other buyers to read …
PDCflow Features for Painless eSignature Management
Effective esignature management requires more than just successfully getting a document signed. It depends on esignature features like: Automated request tracking Automated reminders Easy template creation and signing Reliable reporting With PDCflow’s esignature management platform, your team stays informed. Staff are in control at every stage of a request, which boosts completion rates and keeps deals moving forward.PDCflow’s eSignature Management …
Fix Your Contract Management Process: Sign and Pay Faster
Often, companies view the contract management process as one standalone task. This causes deposits and payments to be handled separately (even if you need both pieces for a deal). Taking a signature and payment in two steps makes your company’s process complex, inefficient, and more costly.Problems That Stem from a Bad Contract Management Process Contracts protect you from financial losses. …
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