Flexible Workflow Templates for eSignatures and Payments

Configure unlimited template workflows to make sending documents, obtaining esignatures, and collecting payments easy for your team members.

Book Demo

97%

Review and accept rate

99%

SMS deliverability rate

97%

Email deliverability rate

74%

Payment and esignature success rate

Flexible Workflow Templates

Create custom, flexible, and effective workflow templates for esignatures and payments.

Simplify tasks, automate reminders, and lock down employee access.

Choose template elements

Add digital documents, payment and esignature requests, or photo and file upload requests. Set up custom messaging and branded elements, including your logo, brand color, and company email domain.

Choose how many recipients

Send requests to one recipient or many. Control signing order, or send to everyone at once.

Choose what channel to send through

Send requests to a recipient’s email address or mobile number, or copy the unique URL to share via web chat.

Control employee access

Grant or restrict employee access to workflows, templates, and reporting. Segment access based on groups, departments, or locations.

CUSTOMER REVIEWS

Don’t just take our word for it.

“PDCflow does two jobs and does them well. It combines a payment with a contract. Our customers sign & pay faster and I have fewer things to track.”

VALERIE M.
Owner, Events Services

“Have used Docusign in the past and would highly recommend PDCflow to others. Excellent pricing and even better customer service!”

MARY M.
Office Manager, Sports

“Supports my business very well. Choose PDCflow for their HIPAA compliance and affordable monthly rates.”

MEHAR G.
Owner, Medical Practice

BENEFITS OF Flexible Workflow Templates

From simple to complex workflow templates, PDCflow makes team collaboration and management easy.

Everything you need to create fast, flexible workflow templates for better teamwork and fewer errors.

PDCflow flexible workflows for eSignatures and Payments

Create faster, repeatable processes

Set up unlimited custom templates. That way, you have a process in place for every type of customer interaction. Staff can access any of the template setups you’ve created and send a request in minutes for fast, consistent workflows.

Minimize mistakes

Restrict unnecessary templates, documents, and reports to keep systems organized. When employees only see templates related to their job, you reduce confusion and errors.