Flow Technology

Leverage Flow Technology for payment security and compliance. Reduce risk in your office and make work from home just as safe.

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

FEATURES FOR A DIGITAL WORLD

Keep sensitive card data secure 100% of the time, whether working from the office or home.

Compliance

Meet highest level of PCI and HIPAA compliance

Control Workflows

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

Dual Factor Authentication

Verify documents, signatures and payment requests are completed by 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

Activity Tracking

Know the status for every Flow sent

Customizable

Control Flow expiration times and who receives Flow notifications

Reporting

Track and maintain accurate records for all Flow activity

Eliminate Fraud Risk

Take Payment Now

Prove Consent

Stay Compliant

Reduce PCI Scope

Keep Agent Control

Documented Audit Control

Duel-Authentication For Right Party Contact

Here’s how it works

Agents never see, hear or touch consumer credit card data. Consumers enter their own private financial data, building trust with your business. Verify identity and consent for all payments and payment plans with a documented audit trail. Set up and lock down workflows to meet your specific business and compliance needs.

Eliminate Fraud Risk

Take Payment Now

Prove Consent

Stay Compliant

Reduce PCI Scope

Keep Agent In Control

Documented Audit Trail

Duel-authentication For Right Party Contact

Request Demo

Agent Selects Transaction

Payment, eSignature, Payment authorization, Document delivery, Photo upload

Agent Sends Request

Via email or text

Consumer Receives Text Or Email

In real time

Consumer Completes Transaction

All sensitive credit card data entered in privacy

Agent Receives Transaction

Audit report immediately available to consumer and agent

WHY FLOW TECHNOLOGY

Leverage PDCflow's Flow Technology for payment security and compliance.

Reduce risk and PCI scope.

Agents never see, hear or touch consumer credit card data. Consumers enter their own private financial data, building trust with your business. Verify identity and consent for all payments and payment plans with a documented audit trail. Set up and lock down workflows to meet your specific business and compliance needs.

Keep agents in control.

Close accounts while agents are engaged with consumers. Agents send Flows while on the phone or using a chat tool with consumers. Overcome common objections – agents can send the billing statement and payment request to answer questions in real time.

Create a positive customer experience

Eliminate friction for your customers – no hunting for a payment portal, no need to remember username and passwords or route people to an impersonal IVR system in the hopes they don't disconnect. Customize the time your customers need to complete a payment request – minutes, hours or days.

Keep agents in control.

PDCflow is the only software you need to send and receive complex business transactions – payments, esignatures, electronic documents, photos or any combination of these options. Create unlimited templates, so your staff can send transactions in one easy workflow. Use digital communications – email and text messaging – securely. Report on all transactions from one platform for all locations and departments.

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.

"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."