Digital communications are a huge part of business and customers expect you to use modern channels like email and text — even when it comes to sending and signing paperwork, or taking a payment.
Your company’s communication and esignature software should come with flexible workflow management tools that do everything you need them to, all in one place. This way, your company can:
- Solidify deals with clients in hours or days by getting an esignature.
- Get paid as soon as you send your request by sending them straight to a payment form.
- Onboard new employees in minutes by sending all your paperwork at once.
Pitfalls of Other Software Pricing Plans
Electronic signature software has all but replaced physical paperwork in many organizations already.
Leading esignature software companies have taken advantage of that fact, making it harder to get all the features your company needs at a price you can afford.
Most digital signature software companies remove basic functionality for instance, text messaging, from lower priced plans.
This means you’re going to have to pay for other things you won’t use just to access the one feature you need.
Unlike other leading esignature brands, PDCflow’s pricing doesn’t hide our features behind higher pricing tiers. We make everything available without locking you into a higher commitment.
Enjoy the flexibility to access everything you need in a document workflow software package without upgrading your plan, including bulk sends, locked templates, uploading of photos and files (such as a driver’s license), or payments.
PDCflow Workflow Management Software For Simple or Complex Workflows
Configure unlimited template workflows to make all your tasks, like sending documents and getting esignatures, easy for your team members.
PDCflow offers simple signature options, with no need to create a template or attach a document. This is great for simple authorizations or companies that don’t need a lot of customization.
However, many organizations need to do things that are more complex workflow processes. Our software comes with features that let companies create custom, flexible, effective workflows.
- Choose what elements to add (documents, payment requests, custom messaging).
- Choose how many people to send an esignature request to and assign a specific signing order if needed.
- Choose what channel to send your message through (email, text message, or URL via web chat).
Multi-Signers
Does your contract approval process often go to two signers? Does your company need to countersign documents?
Do you have human resources (HR) paperwork that needs to be approved by multiple parties in your company?
There are endless reasons a company might need to send a document to more than one signer. With PDCflow’s multi-recipient Flows, you can send an esignature request to many recipients and still customize what each person receives.
For example, with PDCflow, you can get an esignature from two signers, but only request a deposit payment from recipient A.
Assigned Signing Order
Many companies require a countersignature, or signatures from more than one department in a specific order.
Assign the signing order of your Flow esignature requests, and you can control who gets the contract first, next, and last.
However, a signing order isn’t required. If your documents need to be signed, but not in any particular order, you can send them to all recipients at once.
Multiple Document Flows
Companies run on documents. Contracts, terms and conditions, onboarding information (either for clients or internal employees), and payment authorizations are just a few examples.
Your business might need to send more than one document during the course of a deal.
With PDCflow, you can send up to five PDF documents in a single message, so customers aren’t flooded with messages from your business.
Automated Reminders
Doing business online is now standard for most companies. But one drawback of fewer live conversations is how hard it is to follow up when a request gets ignored.
With PDCflow’s flexible workflow management tools, your company can set up automatic reminders to go out before a request expires.
This automated process gives recipients another nudge to re-engage them, without adding manual follow-ups to your to-do list.
Adding Payments
Sometimes companies use two different workflow tools — one for payment workflows and one for digital signatures. This can cause many problems:
- Siloed reporting for payments, separate from esignature workflow reporting.
- Confusing digital workflows, where customers must take extra actions through two different systems to complete the process.
- Longer processes for employees that must log into different systems and create separate workflows for each task.
Payments shouldn’t be an afterthought.
PDCflow also offers payment processing software with online portals, recurring payments (both staff-generated and through self-serve channels) as well as a variety of payment vendor partnerships, to get you the best deal possible.
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Adding a Verification PIN
Compliance is important to many industries. Each one has rules and regulations to follow regarding privacy, disclosures, or countless other topics.
Comply with HIPAA, FDCPA privacy requirements, other rules, or simply protect your messages because you care about recipient privacy.
With PDCflow, you can add a verification PIN to your messages. This dual authentication feature keeps messages secure and can help comply with certain industry standards.
Access Controls
The larger a company gets, the harder it is to manage all the departments, locations, and other groupings that require different materials for their jobs.
Your company should be prepared to deal with that complexity. PDCflow’s administrative controls makes team collaboration and organization management easy.
You can give workflow, template, reporting, or access to other functions based on groups, departments, or locations to make it easier for them to find what they need and to cut down on human error.
Simplify tasks, automate reminders, and lock down employee access. Could your company benefit from PDCflow's workflow management tools? Schedule a demo today to learn more.
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- ABOUT THE AUTHOR -
Hannah Huerta, Marketing Specialist
Hannah Huerta is a Marketing Specialist at PDCflow. She creates content for the accounts receivable and payment industry.
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