Flow for Documents and Electronic Signatures
Faster, more cost-efficient business processes. Send documents and gather electronic signatures and photos through email, SMS or via your web chat or chatbot system.
Get Started
Sign up for a free trial, schedule a demo, or talk with an expert to get started!
FEATURES FOR A DIGITAL WORLD
Control important customer interactions with Flow outbound requests.
Security and Compliance
Keep documents HIPAA compliant. Add an extra layer of security with dual-factor authentication to verify documents are received and electronically signed by the intended recipient.
Control Workflows
Administrators can lock down document and esignature workflows by template, location, department, and user.
Add Photo Uploads
Do business faster. Make it easy for customers to add photo ID, insurance card, or any images you need.
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 document and esignature Flow sent.
Customizable
Control Flow expiration times and who receives Flow notifications.
Reporting
Track and maintain accurate records for all Flow activity.
Reduce Cost- Boost Efficiency
- Send via Email or SMS
- Unlimited Templates
- Meet HIPAA Compliance
- Unlimited Users
- Capture Legal Wet Signatures
- Improve Customer Experience
How Flow Technology works
Combine multiple business transactions into one workflow. Send a document for review, gather an electronic signature and request photo uploads in one Flow email or text request.
Request Demo
Employee Selects the Flow Template
Set up unlimited templates. Send documents and capture esignatures and photos in a single transaction called a Flow.
Employee Sends the Flow Request
Through email or text
Customer Receives Text Or Email
In real time
Consumer Completes Requests Included in the Flow
Customers click to review documents, electronically sign and upload photos.
Employee Receives Completed Flow Request
Documented audit report immediately available to customer and staff.
WHY FLOW TECHNOLOGY
Simplify your document delivery and esignature process.
Do business faster.
Reduce the time it takes to send out documents and receive items back from customers. Choose when a Flow will expire or have staff send communications while still on the phone with a customer so they can review or sign documents in real time.
Simplify team productivity.
Set up as many reusable templates as your business needs. Easily add standard fields, like signatures and dates, and create custom fields to fit your business needs. Unlimited users and templates mean everyone can access the materials they need without paying for extra logins.
Create a positive customer experience.
Send through email and text, so customers can review documents and electronically sign from anywhere, any time on any device. Customize messaging and add a company logo to communications for a cohesive brand experience.
Keep sensitive documents
secure.
Send Private Health Information (PHI), minutes from meetings with a legal team, or other sensitive documents. Ensure private documents stay secure and HIPAA compliant. Flow Technology encrypts documents in transit and at rest.
Try Flow Technology for your team.
Sign up for a free trial, schedule a demo, or talk with an expert to get started!
Get Started
Don’t just take our
word for it.
"PDCflow's software is intuitive, intelligent, supportive, and dependable! I have trained many users to use this product and found it easy to teach and easy for new users to maneuver. As this product has expanded its features, communication, support, and knowledge base exceeds expectations at each encounter."
ANDRIA V.
CUSTOMER SERVICE MANAGER, HOSPITAL AND HEALTHCARE
Meet your business goals with PDCflow resources.
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