PDCflow Workflows
For office managers who want to create a simple payment agreement template
See the workflow step-by-step
Your challenge
- Your office uses different software systems for esignatures and payments, so getting an agreement with a payment takes multiple steps.
- Your signature software requires a plugin to combine esignatures and payments, which makes reporting more difficult .
What's going wrong
- More software systems mean higher office costs, more time on setup and training, and a confusing customer experience.
- Plugins or separate systems cause fragmented reporting.
What you'll need
- Flow for eSignatures with Payments Added
What you'll do
- Create a secure request for payment and include a simple esignature to verify consent.
- Track the progress of your request with real-time notifications.
- View the signature and completed transaction in one unified audit report.
HOW YOU'LL DO IT
- Configure a one-step workflow
- Send a simple signature and payment request
- Your customer completes the request
- View the results
Create a simple signature payment agreement template
- Set up a template to request a payment agreement signature and the payment together via email or SMS.
- Customize to your company’s specific requirements.
Start in your PDCflow dashboard view
Select your saved simple signature/payment request template.
- Fill in the necessary fields on your template (recipient name, account number, PIN, payment amount, etc.)
- No need to upload a contract for signature. Simple signature is captured within the request.
- Send the Flow request to the recipient(s).
Your customer’s experience
- The email or SMS request is delivered to your customer.
- When the recipient clicks the link to pay, they are directed to your PDCflow payment portal.
- Customers fill in their payment details, and are prompted to sign as consent to pay.
Track and view your requests
Access information on all of your requests through PDCflow reporting.
- Choose your date range and other specifications.
- Follow Flow status: open, completed, expired, etc.
- View performance of all Flows.
- Select a specific Flow for an overview or access the detailed audit report for date/time stamp, transaction details and attached signature confirmation.
The problems you will solve
- Save money by rolling esignatures and payments into one affordable software. Invite the whole team—no extra charge per login.
- Reduce steps for staff to get a signature and payment together.
- Improve customer experience and speed up the agreement-to-payment cycle.
- Track requests and view detailed reporting for better customer insights.
Who used it & real-life benefits
“Best Decision Ever! It allows us to gain real-time signature authorizations from our customers. When we receive a disputed debit/credit payment we now have the signed authorization to prove the payment was authorized by the customer.”
Bayview Solutions
Aron Tomko, CEO
74%
Successful Flow eSignature payment authorization rate
Read the Full Case Study
Want to know more about PDCflow Software?
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See how our PDCflow can create a one-step workflow for your contracts/invoices and payments. Book a demo today.
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ONE-STEP PROCESS
Consolidate multi-step processes into one easy step for your staff and customers. Eliminate the need for multiple software vendors. Send all your business transactions in one Flow smart request.
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