PDCflow

4.7 (72)
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Effortless esignatures, secure payments

About PDCflow

PDCflow empowers businesses to streamline digital transactions by combining secure esignatures, payments, and document workflows in one easy-to-use platform.

By consolidating multiple steps into a seamless process—enhanced with features like SMS/email delivery and automated reminders—PDCflow enables organizations to save time, reduce costs, and deliver faster, more reliable results.

Unlike traditional esignature solutions, PDCflow stands apart with its unmatched flexibility, affordability, and customer-first approach, providing personalized support and customization options that adapt to unique business needs.

With PDCflow, businesses can:

• send a secure Flow smart request through email, text, and web chat to capture esignatures, send documents, and collect payments if added.

•. allow an agent to send a secure Flow smart request while on the phone servicing the customer. This keeps telephone transactions out of PCI scope and builds trust with consumers since they enter their own private payment data.

• send documents that fall under HIPAA safely and securely with dual authentication that verifies the identity of the intended recipient.

• combine critical business transactions into one workflow based on your business needs. Send a contract for signature and take a payment in one Flow smart request.

• get a signature authorizing payment consent for large transactions. Flows capture a documented audit trail in order to prove consent.

• create a recurring payment plan and send a Flow smart request so your customers can review the plan, sign for consent, and enter their own payment information to keep your business out of PCI scope.

• set up an online payment portal so your customers can make payments or set up their own recurring payment schedules when it is convenient.

• use the merchant account of your choice. Already have an existing merchant account? Plug it into our gateway fast and easy. Need an account? Take advantage of one of our merchant partner relationships.

• use a no cost to biller merchant account and a traditional merchant.

• take advantage of organization management tools to set up departments or locations, and specific merchant and deposit accounts based on your business structure.

•. have robust administrative controls locking down workflows, reporting, Flow alerts and notifications based on your business requirements.

• use our platform alongside your existing systems or easily integrate into your existing systems with our Open APIs.


Key benefits of PDCflow

Save your staff time and create a better experience for your customers. Combine your contracts, signature requests, and payments in one simple workflow.

Make your business more secure. Take telephone transactions out of PCI scope. Employees can send a payment portal directly to customers while on the phone servicing their accounts. Your customer enters all the payment information. Employees never see or hear payment data.

Boost revenue and customer satisfaction. Engage consumers through the digital channels they prefer. Send your important business transactions to them via a Flow smart request – secure email, text or web chat.

Shop for competitive merchant rates. Use any existing merchant account or apply for an account through one of our merchant partners. You are never locked in.

Meet HIPAA compliance. Transfer documents securely with dual authentication that verifies the intended recipient’s identity.

Simplify your operations and compliance management. All your payment, document, and signature tools in one platform including recurring payments and online payment portals.


Images

PDCflow Software - Speed up esignatures on documents with reusable templates. Send to multiple signers. Add payment requests to your esignature templates.
PDCflow Software - Drag and drop elements to customize your documents. Personalize the experience for each signer.
PDCflow Software - Capture a legal wet signature on a document or capture a simple signature without a document to prove consent for payments.
PDCflow Software - Send messages via SMS or create customized emails. Personalized bulk messaging also available.
PDCflow Software - Track all esignatures, documents, and payments from one platform.
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PDCflow video
PDCflow video
PDCflow Software - Speed up esignatures on documents with reusable templates. Send to multiple signers. Add payment requests to your esignature templates.
PDCflow Software - Drag and drop elements to customize your documents. Personalize the experience for each signer.
PDCflow Software - Capture a legal wet signature on a document or capture a simple signature without a document to prove consent for payments.
PDCflow Software - Send messages via SMS or create customized emails. Personalized bulk messaging also available.
PDCflow Software - Track all esignatures, documents, and payments from one platform.

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Integrations

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Ease of Use

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Green rating bars show the winning product based on the average rating and number of reviews.

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Reviews

Overall rating

4.7 /5
(72)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.7/5
Customer Support
4.8/5

Already have PDCflow?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 72
Elvira
Elvira
Overall rating
  • Industry: Banking
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Efficient and easy platform for accepting online payments

Reviewed on 2018/08/19

Pros

PDCflow is a great platform for payment processing and digital signature solutions that every business need. The best feature of PDCflow is integration ability. It is compatible with most merchant services providers. It can also be integrated with other new created platforms thanks to application programming interface. It makes PDCflow unique platform with unlimited opportunities. PDCflow have bunch of other cool features. If online payment is not possible for customers, businesses can accept payments over the telephone too. It increases customer satisfaction and business revenue. Payment recurrence is also useful feature which saves time and money. PDCflow is cloud based payment and digital signature application which makes it possible to make payment and collect signature from a mobile device. Overall I recommend PDCflow if you want to be successful in ecommerce world.

Cons

My only concern is monthly fees. It can be high if you have less products to sell and ofcourse you will get less revenue. But if your business is doing good enough then PDCflow is absolutely for you. Newbies don’t give up so early because PDCflow gives you a great opportunity by offering one month trial period.

Xavier
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Team leader

Reviewed on 2024/09/05

Overall, Very good and ease of usage. Very good response time with customer service

Overall, Very good and ease of usage. Very good response time with customer service

Pros

The email reminders regarding recurring payments. Also, the ease of navigation and report usage

Cons

Lack of card vendors. Amex and discover. Also, the fees associated with card processing should be homogenous.

Response from PDCflow

Hello Xavier,

Thank you for the review. We are happy that you have found our platform easy to navigate and the reporting has been helpful for you.

We do support American Express and Discover card types. Please reach out to our team at [email protected] for additional information.

robert
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

cost

Reviewed on 2019/08/30

ok

ok

Pros

The ease to which the staff can be trained

Cons

The cost of monthly billing is confusing

Valerie
Overall rating
  • Industry: Events Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

PDC does two jobs and does them well

Reviewed on 2024/08/29

We needed something that combined invoicing/credit card payment with a contract/agreement all in...

We needed something that combined invoicing/credit card payment with a contract/agreement all in one place (rather than using Quickbooks or something else for invoicing and a separate contract). By combining those two into one document, our customers pay faster and I have fewer things to track.

Pros

Heather and Lucy worked with us directly to create the right flow and document for our business. They were also super responsive when we had questions.

Cons

Once I got the hang of it, nothing to dislike.

Alternatives Considered

HoneyBook and QuickBooks Online

Reasons for Switching to PDCflow

Because it combined a contract with an invoice/payment link into one document. We run an event rental company and need a contract (not just an invoice) with every transaction.

Response from PDCflow

Thank you for the review! We appreciate customer feedback and are happy to hear sending contracts and payments in one simple request is helping your business.

Howard
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A solid Process

Reviewed on 2024/08/29

Nothing but a positive experience. From the initial sales meeting through set up, and finally with...

Nothing but a positive experience. From the initial sales meeting through set up, and finally with implementation.

Pros

Ease of use makes training simple. The Company is responsive to issues and questions.

Cons

The reporting needs additional means to search through and ability to add fields or columns to reports.

Alternatives Considered

UpKeep

Reasons for Switching to PDCflow

At the direction of our [sensitive content hidden] who gave the product a great review

Response from PDCflow

Thanks so much for your feedback about adding fields to reports! I’m happy to let you know that our product does have some features that might help you customize your financial reports. You can create Reporting Layouts to choose which data fields you want to include.

Check out this help article for more details: How to Customize Financial Report Data (https://support.pdcflow.com/how-to-customize-financial-report-data).

We’d love to understand your product needs better. If you're open to it, let’s schedule a short call with our product team to discuss them.

Showing 5 reviews of 72 Read all reviews

PDCflow FAQs

Below are some frequently asked questions for PDCflow.

PDCflow offers the following pricing plans:

  • Starting from: US$40.00/month
  • Pricing model: Subscription
  • Free Trial: Available

$40.00 per month for all users – set up your whole team $0.75 per esignature request – send as little or as many as you need Volume Discount Available, Add payments to your esignature and document requests No long term contracts – No cancellation fees 14 Day Free Trial available - no credit card required

PDCflow has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000

PDCflow supports the following languages:

English

PDCflow supports the following devices:

We do not have any information about what integrations PDCflow has

PDCflow offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for PDCflow.