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Configure Templates: Flow Requests and Card, Cash, and Check Payments

Quickly set up reusable templates to send Flow requests and record payments directly from your PDCflow Dashboard.

What are Templates?

Templates let your team:

  • Send Flow requests (signatures, document review, payments, photos)

  • Record Card, Cash, or Check payments

How to Add a Template

  1. Go to Configure > Templates

  2. You'll see all existing templates for your account

Create new: Click + New Template dropdown

template-list

Edit existing: Click the pencil icon 

Template Types

Type What it does
Card Record credit card payments from Dashboard
Cash Log cash payments received
Check Enter ACH/check payments
Flow Send secure requests for signatures, docs, payments, or images
  Tip: Make fields required, optional, or hidden in any template

Live Preview & Save

  • Click any field to edit

  • Changes update instantly on the right preview

flow-template

  • Click Save when done

save-template

Your team can use the template immediately from the Dashboard.

 

Need help? 

Email our Customer Success team at support@pdcflow.com.