Organization Management for eSignatures and Payments

Organize and manage access to workflows, templates, and reporting with flexible administrative controls.

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PDCflow Organization Management for eSignatures and Payments

97%

Review and accept rate

99%

SMS deliverability rate

97%

Email deliverability rate

74%

Payment and esignature success rate

FLEXIBLE ORGANIZATION MANAGEMENT

Stay in full control of account structure

Set up your PDCflow account to reflect your business structure. Collaborate across teams, departments, and locations to maintain compliance, data security, and company branding standards.

Control branding

Represent more than one brand, department, or location within a single PDCflow account.

Upload logos by company, group, and location to be displayed in payment portals, and esignature Flow requests for each of your clients.

Lock down templates

Control what templates your employees can view and use by group, department, or location.

Reduce human error and cluttered template folders, and customize receipt text.

Manage payments and compliance

Create separate payment trust accounts based on legal, compliance, or other business requirements.

Set up as many different online payment portals as you need for these separate accounts.

Control access to reporting

Employees can’t see reports or payment data outside of their user profile configurations. Adjust security roles and apply advanced user permissions as needed.

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 ORGANIZATION MANAGEMENT

Make it simple to keep your business organized

Create faster, repeatable processes

Create a set process for sending signature requests or delivering important documents, and train employees accordingly. This makes it possible for staff to repeat these steps in a short amount of time.

Minimize mistakes

Flexibility and easy-to-use software keep mistakes to a minimum. Restrict unnecessary templates, documents, and reports to keep systems organized.

Achieve higher customer satisfaction

Organized processes make your company more professional. Fewer mistakes make you more reliable. Use organization management settings to better serve customers and increase satisfaction.