Insights Reporting for Transaction Tracking and Trend Overviews
Transaction tracking, trend spotting, and financial analysis. A comprehensive view of Flow requests and payment performance in one place.
Book Demo
97%
Review and accept rate
99%
SMS deliverability rate
97%
Email deliverability rate
74%
Payment and esignature success rate
COMPREHENSIVE INSIGHTS REPORTING
Spot trends, track requests, and simplify analysis.
Simplify tasks, automate reminders, and lock down employee access.
View payments and Flow totals together
Read consolidated reporting with daily, monthly, or yearly totals on a single report. Get information on Flow requests and payments, all in one place.
Download reports for further offline analysis
Insights Reports can be downloaded as CSV files. View your reports offline, and share with your team.
Detailed analysis and audit trail
View a single request or payment to see detailed information about one customer’s transaction. View a request's audit trail, including signed document, multi-factor authentication, geolocation, date/time stamp, and delivery method.
Filter Flow request and payment totals by category
Filter information to learn more about usage and monitor success rates. Sort by date, group, origin, employee, and payment categories to retrieve the exact data you need.
CUSTOMER REVIEWS
Don’t just take our word for it.
“PDCflow does two jobs and does them well. It combines a payment with a contract. Our customers sign & pay faster and I have fewer things to track.”
VALERIE M.
Owner, Events Services
“Have used Docusign in the past and would highly recommend PDCflow to others. Excellent pricing and even better customer service!”
MARY M.
Office Manager, Sports
“Supports my business very well. Choose PDCflow for their HIPAA compliance and affordable monthly rates.”
MEHAR G.
Owner, Medical Practice
BENEFITS OF Insights Reports
View all important requests and payment information in one place.
Visual data provides an overview at a glance
See how your Flow requests and payments are performing with easy-to-read visual data.
Spot trends and anomalies
Spot trends in payments or Flow request performance by monitoring transaction totals over time.
Simplify end-of-the-month number-crunching
Teams have better visibility over account activity. Simplifies end-of-month reconciliation, forecasting, and financial analysis.
Explore our self-guided demos
Try PDCflow for your team
Sign up for a 14-day free trial and send up to 25 esignature Flow requests. No credit card required.
Start Free 14-Day Trial
