PDCflow Workflows

For businesses that need to scale how they send communications to customers with bulk messages.

See the workflow step-by-step

Your challenge

  • Your customer base is expanding or your workforce is small.
  • Your business is wasting time creating the same type of messages over and over.
  • Printing, postage, and letter vendors are costly.
  • Your current esignature software restricts how many messages you can send or hides bulk functionality behind a higher pricing tier.

What's going wrong

  • Your company is spending too much time sending documents, payment reminders, esignature requests and other communications one-by-one.
  • Too many of your customers are hard to reach by phone or via mail.
  • Overhead from postage costs and esignature software pricing are eating into profits.

What you'll need

  • Flow + Payments

What you'll do

  • Create the one-step workflow template you want to send to recipients.
  • Enable Flow bulk messaging.
  • Create a CSV file or Excel spreadsheet with all of the essential recipient information.
  • Upload your CSV file or Excel spreadsheet and send the Flow to all recipients.
  • View reporting of the bulk messages by bulk ID or individually by specific recipient.

HOW YOU'LL DO IT

On-Demand Demo

Watch this short demo video to learn how to send bulk SMS and emails for documents, esignature requests, and payment collection.

The problems you will solve

  • Save staff time sending individual messages to every customer.
  • Easily scale your business. Make it possible to communicate with many customers at once without adding staff or increasing workloads.
  • Engage more customers than with traditional mail or phone calls by reaching them through the email and SMS channels they prefer.
  • Take control of your expenses. Reduce postage costs, send all the messages you need without signing a higher contract or worrying about exceeding monthly limits.

Who used it & real-life benefits

“Using bulk email and SMS communications has significantly increased our contact rates and allowed us to reach consumers more effectively.”

Collection Agency
PDCflow Customer, IT Director
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A SIMPLE, FLEXIBLE, POWERFUL PLATFORM

PDCflow for Documents, eSignatures, and Payments

PDCflow for eSignatures

Create faster, more cost-efficient business processes.

Send documents and gather electronic signatures and photos through email or SMS in bulk or one at a time.

👉 Learn more

PDCflow for Contracts and Payments

Simplify operations. End the need for separate software applications to send a contract, capture a signature, and collect a payment.

Get contracts signed and request payments in one digital workflow.

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API Integration

Better UX, better revenue, better insights, no extra fees.

Add secure documents, esignatures, and payments directly into your software application with easy-to-implement drop-in components.

👉 Learn more