One Step Workflow for Contracts and Payments

Create a one step workflow

Eliminate the need for multiple softwares to send a contract or invoice, capture a signature, and collect a payment.

Reduce time and money spent on follow up for incomplete customer transactions.

Speed up business processes and cash flow. Don’t wait for the check to come in the mail. Your customers can review, sign, and submit payment in just a few clicks.

Increase office efficiency with custom templates.

Consumer Goods and Services Streamline Billing

Consumer Goods and Services Digital Signature

Make doing business easy and secure for your customers

Send contracts or invoices with your payment portal in one digital workflow through email or text.

Dual authentication keeps sensitive contracts or invoices secure and private.

Customers can review, sign, and enter payment information from anywhere.

Pull a detailed audit report for all your Flow smart requests.

Protect your business from a data breach. Use PDCflow's patented software to remove your business from PCI scope

KEEP STAFF ASSISTED PAYMENTS OUT OF PCI SCOPE

Employees can send your payment portal to your customers' fingertips by email or text while on the phone with them.

BUILD TRUST

Your customers enter all sensitive payment data. Staff never sees, hears, or touches payment data.

RECURRING PAYMENTS

Set up recurring payments or process future payments with ease. All payment data is encrypted and tokenized.

MERCHANT ACCOUNT FLEXIBILITY

Use your existing merchant account or sign up with one of PDCflow's merchant partners. Process credit card payments through traditional or no cost to biller merchant accounts.

CREATE A POSITIVE CUSTOMER EXPERIENCE

Eliminate friction for your customers – send your billing statement and payment portal directly to your customer through email and text. No need to remember a username and password. Customize the time your customers need to complete a Flow request - minutes, hours or days.

OPEN API INTEGRATION

Open APIs make integrating your documents, esignatures and payments to your system of record easy. Receive dedicated integration support from the PDCflow development team.

Carlisle Wide Plank Floors

74% Success Rate for signed contracts that include a payment

Success Story

Carlisle uses PDCflow's Flow Technology to request a signature approval along with a down payment in a single digital workflow

“Internally, my team loves PDCflow because it was two separate processes before. We were chasing a lot of things. That was highly inefficient.”

- Amanda Lockwood, Client Partner Manager

READ CASE STUDY

- How it works -

Create custom workflows based on your contract or ebilling and payment needs
Set up the options you need - send by email, text message or both, send a detailed eBill or contract, request a signature on a document or payment, request a photo ID, and request a payment.
Accept multiple payment methods through multiple channels
Take credit, debit cards and ACH payments online, over the phone or through POS, web chat and mobile devices.
Allow flexible time frames for Flow smart request completion
Give your customers minutes, hours or days to review the eBill or contract and complete the payment form.
Pull a detailed audit report
Report includes: Dual authentication, date/time stamp, method of delivery (email address and/or cell phone number) and a legal wet signature.

One system for all your digital payment, esignature, document, and photo workflows

Accept Credit Cards

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Accept ACH Payments

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Online Payment Portals

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Recurring Payments

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ESignature

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EBill Presentment & Payment

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"Has made our Deposit/Contract process a breeze!"

"PDCflow has automated our deposit payment and electronic signature request processes. They've consolidated a multi-step process into one easy peasy step. My Customer Service team has NO complaints - love it!"