What is PDCflow?
PDCflow's platform lets you accept payments, create schedules, and send secure Flows for signatures, documents, and more.
Streamline your business compliant digital workflows and payments—easy for customers to complete, transforming your processes into efficient, accurate systems.
Key Feature: Payments
Accept and record payments (Card, Check, Cash). Combined with Flow requests, send payment requests to customers so they can securely and compliantly enter their own payment information digitally.
| Options | Description |
|---|---|
| Credit Card Payments | Process Credit Card payments directly from Dashboard or customer portals |
| ACH (Check) Payments | Process ACH (Check) payments directly from Dashboard or customer portals |
| Cash Payments | Record cash transactions from the Dashboard |
| Reporting | Search transactions and schedules by status, date, recipient, and more |
| Notifications | Email alerts for payment failures and schedule creation and other updates |
Key Feature: Flow Requests
A Flow request is a secure, customizable communication (delivered via email, SMS, or link) sent to customers requesting tasks like payments, e-signatures, document uploads, or photos.
| Options | Description |
|---|---|
| Send Document | Send a PDF for review. Include an overlay to gather esignatures or information from the recipient. |
| Request Photo/File | Ask the recipient to upload files, images, or documents |
| Request Payment | Ask the recipient to submit a payment |
| Simple Signature | Collect a standalone esignature from the recipient |
| Reporting | Search Flow records by status, date, recipient, and more |
| Notifications | Email alerts for Flow progress and status updates |
Need Help?
Email our Customer Success team at support@pdcflow.com.