[Strategy Session]
Multi-Doc, Multi-Signer, Multi-Win Requests
Discover how PDCflow’s latest upgrades let you finish every document, signature, and payment in one seamless Flow request.
Document delivery, esignatures, and other requests should be simple to set up, send, and complete.
With PDCflow’s latest feature enhancements, our requests are easier for teams to create and for customers to navigate.
Watch a 35-minute live training focused on the latest in esignature and document features and functionality.
Watch the recording. 👇
What this strategy session covered:
- A demo of the latest enhancements: Learn about multi-recipient and multi-document requests, easy PDF template creation, and progress autosave for recipients.
- Real-world examples: See how real customers already use PDCflow for faster turnaround time on secure contracts, payments, HR documents, and more.
- Q&A session: Get all the answers you need to streamline your business and see more success with Flow requests.
Key takeaways:
Documents, esignature requests, and other communications should be easy for your company to create and even easier for a customer to get through.
In this training, we will discover how PDCflow’s Flow request enhancements are beneficial:
- Forms that fit your workflow: See our new drag-and-drop PDF form creation with drop-downs, links, and easy resizing.
- Bundle everything into one request: Save time, send fewer requests, and make things easy for customers. Add up to five documents, esignatures, payment requests, and more. Send to one or several recipients.
- Reduce turnaround time: Shorten customer cycles with auto reminders. Nudge recipients to finish a request before it expires without adding manual work for staff.
- Increase request completion rates: Encourage more people to finish the request process and reduce abandonment rates with autosave on forms and simple signature and payment workflows.
Speakers
Heather Harris
NATIONAL BUSINESS DEVELOPMENT EXECUTIVE
Heather Harris has been with PDCflow for over 10 years and focuses on helping companies strategize and implement a streamlined esignature and payment workflow with secure email and SMS so businesses can increase cash flow.
Kristen Makanoa
PRODUCT MANAGER
Kristen Makanoa is a customer-focused Product Manager at PDCflow. With a strong background in brand development, design, and marketing, she works with cross-functional and agile teams to launch and continuously improve web and mobile apps. Kristen brings customer experiences to life with action-oriented collaboration and thoughtful project execution.
Dawn Updike
MARKETING MANAGER
Dawn Updike has been with PDCflow for over 14 years and began her journey in Customer Success, onboarding clients onto the PDCflow platform and guiding them through the merchant underwriting process.
Lucy Ayala
Customer Success MANAGER
Lucy Ayala has over a decade of customer service experience, and proudly leads her team by example, creating meaningful and personalized experiences for every client. She has always worked closely with clients and other departments to refine processes and ensure a smoother, more impactful journey for customers.
