Customizing your PDFs for customers to fill and sign is now easier than ever with PDCflow!
PDCflow is excited to announce upgrades to our digital documents and esignatures, so you can tailor requests to fit your needs.
Benefits of eSignature and Document Enhancements
Paperwork is an essential part of business. Most companies require signatures or collect forms in the course of business.
Here are some of the most common ways PDCflow customers use our templates to streamline business processes.
- Collecting signatures on contracts
- Sending terms of service for signature
- Sending employee onboarding documents to be filled out
- Delivering documents required for industry compliance (like a model validation notice for debt collection)
- Delivering documents subject to HIPAA compliance, to collect forms through our secure, digital environment
What’s New With PDCflow Digital Documents
Our digital documents let your company create the perfect form, contract, or agreement for any situation.
Add drop downs, links, or a number of other field types, so recipients know exactly what you need them to do.
Here’s what’s new:
Drop-down menus
Instead of having customers type answers into a text box, let them choose from a list of pre-chosen answers you add to a drop-down.
This saves time when filling out forms and creates a pre-set list of options for all recipients to choose from, for a standardized answer.
Add links to documents
With the latest enhancements, you can now add a link to your documents.
This is useful for companies that want to direct a customer to additional information on a web page during the process of getting an esignature, collecting a form, or sending other necessary paperwork.
Easy resizing for checkboxes, initials and signatures
Add initial boxes, checkboxes, and signature boxes anywhere you require on your documents. Our simple resizing feature allows you to fit fields to match the spaces on your form.
Duplicate a box, and it will retain the size you’ve chosen, to save you time and effort.
Assign Optional or Required Fields to Recipients
Administrators can decide whether the recipient inputs are required or optional to finish a document review.
This is helpful for instances where a recipient may not have an answer to every question or you want to let the customer decide if they'd like to answer a question on your form.
Do you want a first-hand look at PDCflow’s digital document enhancements? Sign up today for a 14-day free trial and see it for yourself.
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Want to know more about PDCflow Software?
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- ABOUT THE AUTHOR -
Hannah Huerta, Marketing Specialist
Hannah Huerta is a Marketing Specialist at PDCflow. She creates content for the accounts receivable and payment industry.
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