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
Read the Full Case Study
Image
Request Demo
Contact Sales
Get Started

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.

👉 Learn more

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