Flow Technology

Flow Technology + Payments

Send documents and request esignatures, photos and payments together through email or SMS in bulk or one at a time.

Get Started

Sign up, schedule a demo, or talk with an expert to get started!

FEATURES FOR A DIGITAL WORLD

Take control of important customer interactions with Flow outbound requests.

Compliance

Meet the highest level of PCI and HIPAA compliance.

Control Workflows

Administrators can lock down workflows by template, location, department, and user.

Dual Factor Authentication

Verify that documents, signatures and payment requests are completed by the intended recipient.

Document Audit Trail

Includes multi-factor authentication, geolocation, date/time stamp, and delivery method.

Personalized Branding

Customize communications with your company's logo, name, and information.

Bulk Messaging

Personalize payment reminders and requests, send documents and gather images from up to 5,000 recipients at once.

Customizable

Control when a Flow expires and who receives Flow progress notifications.

Tracking and Reporting

Know the status for every Flow sent. Track and maintain accurate records for all Flow activity.

Eliminate Fraud Risk

Take Payment Now

Prove Consent

Stay Compliant

Reduce PCI Scope

Keep Agent Control

Documented Audit Control

Dual-Authentication For Right Party Contact

How Flow Technology works

Combine multiple business transactions into one workflow. Send a document for review and esignature and include your payment portal in one Flow email and text payment request.

Collect payments and esignatures on contracts, legal agreements, rental agreements, insurance premiums, sales orders, and estimates.

Consumers sign and then enter their own private payment information on a secure form. Your staff never sees, hears, or touches sensitive payment data.

Eliminate Fraud Risk

Take Payment Now

Prove Consent

Stay Compliant

Reduce PCI Scope

Keep Agent In Control

Documented Audit Trail

Duel-authentication For Right Party Contact

Request Demo

Employee Selects the Flow Template

Set up unlimited templates. Send and capture documents, esignatures and payments in a single transaction or through Flow bulk messaging.

Employee Sends the Flow Request

Through email or text.

Customer Receives Text or Email

In real time.

Customer Completes Requests Included in the Flow

Customers click to electronically sign and enter sensitive payment data in privacy.

Employee Receives Completed Flow Request

Documented audit report immediately available to customer and staff.

WHY FLOW TECHNOLOGY

Simplify your billing and payment process.

Stop wasting time on manual follow-up.

Capture payment information when your sales order or contract is signed. Process a deposit now or save payment data for future invoice payments. Use email and text to send contracts and a payment portal in one workflow.

Reduce risk and PCI scope.

Staff can send your payment portal to customers while speaking on the phone with them. Employees never see, hear or touch PCI data. Customers enter their own sensitive payment information, building trust with your business.

Capture and prove payment consent.

Get signed permission to run recurring payments. Employees negotiate a payment plan. Customers review the details and sign digitally with a legal wet signature.

Maintain HIPAA compliance
during document delivery.

Send Private Health Information (PHI), minutes from meetings with a legal team, or other sensitive documents. Ensure private documents stay secure and HIPAA compliant. Flow Technology encrypts documents in transit and at rest.

Try Flow Technology for your team.

Sign up, schedule a demo, or talk with an expert to get started!

Get Started

Don’t just take our
word for it.

"Having the customer electronically sign and pay with their credit card. Much easier than emailing them a proposal for them to print, sign and send back then we would have to manually run their card."