Transform your company’s document management and esignature processes.
Now you can send multiple documents in a single request, saving time and boosting efficiency for your business with PDCflow!
Streamline essential business communications — contracts, agreements, payment requests, etc. — to reduce administrative overhead and enhance your customer experience.
Benefits of Sending Multiple Documents in a Single Message
Many organizations send multiple documents to clients to complete a single task. PDCflow enables businesses to send up to five documents at once for:
- Streamlined Communication Requests: Include all documents into a single Flow, reducing the number of emails and the potential for confusion. Configure the viewing and signing order for electronic signature requests for multiple recipients.
- Simple Tracking and Reporting: Easily track the status of all documents within a single Flow.
- Flexibility: Recipients can save their progress and return to complete documents later, ensuring no loss of information.
How Are Companies Sending Multiple Digital Documents?
All types of companies need to routinely send multiple documents. This feature is ideal for many industries and both internal communication and customer interactions.
Contract and Project Management
Service companies can send a customer contract and other paperwork essential for finalizing deals. Send everything you need in one message to streamline communication for everyone involved.
Debt Collection
In debt collection, one consumer may have several accounts to pay off. It is more user-friendly to send multiple documents to consumers in a single communication, so nothing gets lost or overlooked during resolution.
HR, Education and Clubs
Flow is good for organizations that want to send onboarding documents and forms and ask for an initial payment in one request. This is particularly useful for:
- Companies that need to onboard many employees and send a set of documents to each new hire.
- Schools that send documents to new students or employees, tailored to specific requirements.
- Sports clubs or organizations that need to send participants team-specific information along with a standard contract and fee schedule.
Explore our self-guided tours
Flow for eSignatures
PDCflow is always innovating our esignature and document software to meet customer needs. Using Flow requests, you can:
- Roll many essential tasks into one workflow. Send many documents, request one or many signatures, add payment requests, or ask customers to upload photos or files.
- Improve team collaboration. No per-user charge to use our software means every team member has the access they need. Automated notifications keep everyone informed when Flow requests have been sent, opened or completed.
Do you want to save time and boost efficiency by using PDCflow for esignatures? Set up a call today.
Request a Call:
Want to know more about PDCflow Software?
Press ▶️ to watch our explainer video
ONE-STEP PROCESS
- 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.
Related Articles
