Flow Technology + Payments

Send documents and request esignatures, photos and payments together through email or SMS in bulk or one at a time.
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Sign up, schedule a demo, or talk with an expert to get started!
    Flow Technology Esignature and Payments

    FEATURES FOR A DIGITAL WORLD

    Take control of important customer interactions with Flow outbound requests.

    Compliance

    Meet the highest level of PCI and HIPAA compliance.

    Control Workflows

    Administrators can lock down workflows by template, location, department, and user.

    Dual Factor Authentication

    Verify that documents, signatures and payment requests are completed by the intended recipient.

    Document Audit Trail

    Includes multi-factor authentication, geolocation, date/time stamp, and delivery method.

    Personalized Branding

    Customize communications with your company's logo, name, and information.

    Bulk Messaging

    Personalize payment reminders and requests, send documents and gather images from up to 5,000 recipients at once.

    Customizable

    Control when a Flow expires and who receives Flow progress notifications.

    Tracking and Reporting

    Know the status for every Flow sent. Track and maintain accurate records for all Flow activity.
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      Eliminate Fraud Risk
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      Take Payment Now
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      Prove Consent
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      Stay Compliant
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      Reduce PCI Scope
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      Keep Agent Control
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      Documented Audit Control
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      Dual-Authentication For Right Party Contact

    How Flow Technology works

    Combine multiple business transactions into one workflow. Send a document for review and esignature and include your payment portal in one Flow email and text payment request.

    Collect payments and esignatures on contracts, legal agreements, rental agreements, insurance premiums, sales orders, and estimates.

    Consumers sign and then enter their own private payment information on a secure form. Your staff never sees, hears, or touches sensitive payment data.

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      Eliminate Fraud Risk
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      Eliminate Fraud Risk
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      Take Payment Now
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      Prove Consent
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      Stay Compliant
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      Reduce PCI Scope
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      Keep Agent In Control
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      Documented Audit Trail
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      Duel-authentication For Right Party Contact
    Request Demo

    Employee Selects the Flow Template

    Set up unlimited templates. Send and capture documents, esignatures and payments in a single transaction or through Flow bulk messaging.

    Employee Sends the Flow Request

    Through email or text.

    Customer Receives Text or Email

    In real time.

    Customer Completes Requests Included in the Flow

    Customers click to electronically sign and enter sensitive payment data in privacy.

    Employee Receives Completed Flow Request

    Documented audit report immediately available to customer and staff.

    WHY FLOW TECHNOLOGY

    Simplify your billing and payment process.

    Esignature and Payments

    Stop wasting time on manual follow-up.

    Capture payment information when your sales order or contract is signed. Process a deposit now or save payment data for future invoice payments. Use email and text to send contracts and a payment portal in one workflow.
    PDCflow software

    Reduce risk and PCI scope.

    Staff can send your payment portal to customers while speaking on the phone with them. Employees never see, hear or touch PCI data. Customers enter their own sensitive payment information, building trust with your business.
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    PDCflow software

    Capture and prove payment consent.

    Get signed permission to run recurring payments. Employees negotiate a payment plan. Customers review the details and sign digitally with a legal wet signature.
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    Maintain HIPAA compliance
    during document delivery.

    Send Private Health Information (PHI), minutes from meetings with a legal team, or other sensitive documents. Ensure private documents stay secure and HIPAA compliant. Flow Technology encrypts documents in transit and at rest.
    PDCflow - HIPAA Compliant

    Try Flow Technology for your team.

    Sign up, schedule a demo, or talk with an expert to get started!
    Get Started

    Don’t just take our
    word for it.

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    "Having the customer electronically sign and pay with their credit card. Much easier than emailing them a proposal for them to print, sign and send back then we would have to manually run their card."
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    COLEAN R.
    ADMIN ASSISTANT CATERING