2022 Year in Review: Partnerships, Customer Stories, Product Updates, and Thought Leader Interviews

2022 Year in Review: Partnerships, Customer Stories, Product Updates, and Thought Leadership Interviews

PDCflow has worked hard throughout 2022 to offer the best possible payment communication software possible to our customers.

With the new year approaching, we wanted to give readers another chance to catch up on our latest partnerships, product enhancements, educational content, video interviews and accomplishments.

PDCflow Partnerships and Product Enhancements

This year, our teams at PDCflow did a great deal of work to:

  • extend the list of integration partnerships we offer

  • improve our own products through software enhancements

Learn about our new business relationships and how we improved the self-serve options you can offer your customers through enhanced recurring payments and QR codes for printed billing statements.

PDCflow Partners with Debtmaster360 to Offer Fast, Secure, Digital Payment Workflows

DebtMaster360 and PDCflow Partnership
“We are very excited to partner with PDCflow in offering Debtmaster360 customers a new, efficient, and modern way to capture more payments. ‘The future is now’ with integrated email, text messaging, and wet signature capture!” - Ryan Vroman, Sales Manager, Comtronic Systems, LLC
Learn more

Secure Payment Capture Technology Through PDCflow/PIMSWARE Partnership

PDCflow PIMSWARE Partnership
"Partnering with PDCflow has provided a great value-add to our customers by allowing a fast and seamless way to securely take payments within the PIMSWARE platform." - Rachel Johnson, Business Development, PIMSWARE
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Self-Serve Recurring Payments: PDCflow Announces the Release of Payer Created Schedules

Self-Serve Recurring Payments: PDCflow Announces the Release of Payer Created Schedules
Payer Created Schedules allow customers to create a recurring payment plan without the help of an agent – right from your payment portal. This new feature offers more payment flexibility to customers who want to pay bills without speaking to an employee.
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PDCflow QR Codes: Faster, Simpler, More Successful Customer-Initiated Payments

PDCflow QR Codes for Faster, Simpler Self-Serve Payments
Give customers a fast way to access your payment portal through a paper billing statement. PDCflow now allows you to generate QR codes to print on mailed statements. This makes it easier to send them directly to a payment screen, saving them time and increasing your chances of collecting a payment right away.
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Customer Success Stories

When our customers succeed, we succeed. Here are two success stories that show how PDCflow customers are streamlining their workflows and saving time and money using our software.

Carlisle Wide Plank Floors

Amanda Lockwood Quote on PDCflow's automated workflow for Carlisle Wide Plank Floors

Carlisle Wide Plank Floors manufactures high quality, long wide plank flooring both to businesses and directly to customers. Before finding PDCflow, Carlisle was using two separate systems to first get contract signatures and then collect a deposit for an order.

After switching to PDCflow, Carlisle:

  • Eliminated the need to manually follow up on unsigned contracts or unpaid deposits.

  • Reduced costs and staff’s workload by consolidating how many software tools they needed for workflows.

  • Achieved a 74% completion rate for contracts and deposits.
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Corporate Direct Inc. and Sutton Law Center

Sutton Law Center and Corporate Direct Testimonial Quote

Sutton Law Center and Corporate Direct Inc. assist entrepreneurs and real estate investors from around the world protect their assets and maximize financial goals. They originally chose to switch from Docusign to PDCflow for signature purposes but found that switching also:

  • Saved time by letting customers sign a document and make a payment all at once

  • Saved money by switching from a more costly software and rolled two tasks into one

  • Found a more secure way to securely send meeting minutes and documentation to clients
Learn more

Education and Industry Highlights

The PDCflow content team spent this year making business resources on compliance, security, digital payment strategy, and customer experience. Below are some of the most popular articles and video interviews we created in 2022.

Digital Operations in Collections: An Interview with Jordan McWilliams of Spring Oaks Capital

In this video interview, PDCflow’s Dawn Updike sat down with Jordan McWilliams, Digital Operations Manager at Spring Oaks Capital to talk about:

  • Job responsibilities

  • Industry challenges

  • Opportunities in the field of digital operations

They also covered the successes McWilliams has seen in his company and how to measure engagement and keep improving.

Watch the full interview

What Every Merchant Needs to Know about MOTO Payments

What Every Merchant Needs to Know about MOTO Payments

Many companies may never interact with their customers face-to-face. Unfortunately, the convenience of digital transactions also makes MOTO payments (Mail order/Telephone order) a higher risk for businesses and consumers.

Learn about payment environments and your company’s Payment Card Industry (PCI) compliance responsibilities to manage risk and keep private customer data safe.

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8 Digital Methods of Payment to Upgrade Customer Experience

8 Digital Methods of Payment to Upgrade Customer Experience

Adopting omnichannel payment methods makes it easy for every type of customer to pay faster, whichever way they want.

QR code links to a payment portal and self-serve recurring schedules are just a few ways to improve the payment experience for your customers.

Learn more

Navigating Email and Text in the ARM Industry: An Interview with Mike Frost

Dawn Updike interviewed Mike Frost, partner at Malone, Frost, Martin PLLC., to talk about regulations, precedent and risk of using email and text in Accounts Receivable. They covered:

  • Gathering consent and the different types of consent for communication

  • Sending validation notices through email

  • Balancing the risks in collection to keep your business running smoothly
Watch the full interview
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Accomplishments

Our team has done a lot this year to be proud of, from gathering some awesome customer reviews to celebrating our business anniversary with some of our favorite product enhancement initiatives. Check out the customer review badges we’ve earned and the notable work our development staff has completed this year.

PDCflow Earns G2 High Performer and Momentum Leader for Winter 2022

PDCflow Earns G2 High Performer and Momentum Leader for Winter 2022
Have you ever wondered what people who use software products really think about their tools? Now you can find out! Here is the list of Winter 2022 badges our company earned from software review site G2 – based directly on customer feedback.
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Users Love Us! PDCflow Earns Fall Badges From G2 Based on Customer Reviews

Users Love Us! PDCflow Earns Fall Badges From G2 Based on Customer Reviews
G2 helps shoppers understand the products they are purchasing by gathering up-to-date feedback from users. But they also show us businesses what customers like most about our software by awarding badges based on user feedback. Check out our feedback from the fall review season.
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PDCflow Celebrates 19 years of Continuous Improvement Managing Payments

PDCflow Celebrates 19 years of Continuous Improvement Managing Payments

After almost two decades offering small to midsize business payment communication options, we celebrated this year’s anniversary reflecting on our favorite product developments of 2022. Check out these reporting and recurring payment updates and new account features.

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Company Culture

Who is PDCflow? Meet Ruth-Ann Bailey

Who is PDCflow? Meet Ruthann Bailey Customer Success Specialist
People will always be the heart of any business – even a technology company like PDCflow. We pride ourselves on having an in-house customer success team that’s caring and friendly, so you can always get the help you need. Check out this employee spotlight on one of our newest customer success members, Ruth-Ann.
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Want to know more about PDCflow Software?

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See how our Flow Technology can create a one-step workflow for your contracts/invoices and payments. Book a demo today.
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ONE-STEP PROCESS
Consolidate multi-step processes into one easy step for your staff and customers. Eliminate the need for multiple software vendors. Send all your business transactions in one Flow smart request.
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- ABOUT THE AUTHOR -
Hannah Huerta - PDCflow Marketing Specialist
Hannah Huerta, Marketing Specialist

Hannah Huerta is a Marketing Specialist at PDCflow. She creates content for the accounts receivable and payment industry.

LinkedIn - Hannah Huerta