PDCflow for Online Contracts with Payments

Now you can close more deals

Get your contracts signed and paid in one workflow for as low as $40 per month.
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Start getting online contracts signed and paid faster today.
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No more wasting time following up for payments after you close the deal

74% success rate on completed contracts and payments

Carlisle Wide Plank Floors Logo
"PDCflow has automated our deposit payment and electronic signature request processes. They've consolidated a multi-step process into one easy peasy step."
Amanda Lockwood, Client Partner Manager, Carlisle Wide Plank Floors
Amanda Lockwood, Sales Operations Manager
EastCoast Entertainment Logo
“We like that once we get the money, it’s done. There’s no further conversation about the payment after that. It’s also reduced a lot of our accounting team’s time.”
Joe Nelson, Controller, EastCoast Entertainment
Joe Nelson, Controller

The Problem

The “old” way of needing separate platforms for contracts and payments with limited employee logins doesn’t work

Contract fulfillment stalls when contracts come back but payments don't.
Accounting team spends a significant amount of time chasing down payments or connecting payments to the correct contract.
Teams have to wait to follow up with customers until bookkeeping informs them the contract is signed or the payment has been processed.

The Solution

What if your entire team could send contracts for signature and request payments for one low monthly cost?

Simple pricing makes it easy for teams to collaborate on contract signing and payments.
Set up unlimited users to send and track their own contracts and payments in one simple template.
Only pay for what you use. Starts at $40 a month and as low as $.10 per request.

KEEP BUSINESS MOVING FORWARD

Set up templates based on your contract and payment needs.

  • Create custom workflows
  • Set up omnichannel payments
  • Set up flexible time frames
  • Access detailed reporting
  • Understand your payment data

Set up the options you need

  • Send by email, text message, or both.
  • Include contracts and billing statements for clients to review.
  • Request signatures on documents and payment plans.
  • Allow consumers to upload images, such as photo IDs.
  • Enable self-serve recurring payment setup for larger balances.
Create custom workflows

Make it easy for customers to pay

  • Take credit, debit, and ACH payments.
  • Accept payments online, over the phone or through web chat and mobile devices.
  • Set up recurring payment schedules and enable self-serve payment options by balance owed: pay-in-full, pay-in-4, or payments of a minimum amount.
  • Add custom and personalized QR codes on letters. Consumers only need to scan, click, and pay.
  • Get online contracts signed and collect payments through email and SMS.
Set up omnichannel payments

Make doing business easy and secure for your customers

  • Allow flexible time frames for Flow smart request completion.
  • Give your customers minutes, hours or days to review a contract, sign, and complete the payment form.
  • Send online documents with a payment form through email or SMS.
Set up flexible time frames

Pull audit reports and track the progress of Flow requests

  • A detailed audit report is available for customers and staff to download or email a copy to themselves upon completion of each Flow request.
  • Report includes: Dual authentication, date/time stamp, method of delivery (email address and/or cell phone number) and a legal wet signature.
  • Retrieve at any time. Audit reports are stored for seven years.
  • Track the progress on all Flow requests. Know when a request was received, opened, completed or disputed.
  • Set up and track transactions by department, location, group or client. Set up multiple trust and operating accounts based on your business needs.
Access detailed reporting

Track payment performance

  • View payments and Flow totals in one place. Read consolidated reporting with daily, monthly, or yearly totals on a single report.
  • Simplify end-of-the-month number-crunching. Teams now have better visibility over their account activity, including payments and Flows.
  • Spot trends and anomalies in payments by monitoring transaction totals over time.
  • Filter Flow totals by employee or origin so management can learn more about Flow Technology usage and monitor success rates.
Understand your payment data
Melissa Matheson, Information Systems Manager, Corporate Direct Inc Sutton Law Center
Melissa Matheson
Information Systems Manager, Sutton Law Center

Give your team the tools they need to close deals fast.

“That was the big advantage to the payment side of PDCflow, because what we were using before did not have an interface where all of the reps could sign in and see who had paid. So all of the payment notifications were going to our bookkeeper by email.

She was having to find out whose client it was and forward off these payment notifications so that the reps would know that they needed to move forward on their work.”

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Cameron Karim
President & Director of Operations, Assistentcy LLC

Make doing business easy for your team and your customers.

“What I was most concerned with is how hard is it for our agents to use? How hard is it for our management team to set it up? And once the consumer gets the information, how hard is it to process the payment?

And as of right now with Flow, the check mark is in the easy box on all three of those. It’s easy for us to set it up, it is easy for us to send it out to the consumer, and it’s very easy for the consumer to make a payment.

97%

Review & Accept

97%

Email Deliverability Rate

99%

SMS Deliverability Rate

76%

Email Open Rate

54%

Email Click-Through Rate

64%

Completed Payments

Go from sent to signed and paid faster

Make contract review and payment capture effortless.
  • Clients can eSign from anywhere, on any device.
  • Each request is customized and secure for your client. No need for user names and passwords.
  • Create a cohesive brand experience. Customize your contracts, messages, and payment pages.
Get Started

Streamline online contract signing and payments

  • Use email and SMS.
  • Send your payment portal directly to your customers.
  • Close contracts faster.
  • Clients review, sign their contract and enter a payment with just a few clicks.
Request a Demo
PDCflow for Contract Management and Payments

Try PDCflow for your team today

Getting started is easy. No long term contracts. No cancellation fees. Request a demo with one of our product experts today!
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