PDCflow Reviews

The interface of the PDCflow is simple. It does not take much time to figure out how to request a signature or send the documents. Also, the customer support team is responsive and helpful whenever there is an issue. I love that quick resolution, which makes the experience smooth.

I believe that it meets compliance standards and provides secure document handling, which really builds trust. Its real time updates and tracking features make it easy to know when a document is signed or payment is processed.

Integrating with specific third party systems is not always smooth. I think more flexibility would help.

Customers can sign and pay in one step, which reduce delays. PDF flow combines the e signature and payment workflows in one platform, so i don't need separate tools for each task. Real time tracking and notification saves time and reduce follow ups. Also customizable templates help maintain a professional look. Secured links give peace of mind for sensitive data.

Tracy and the team at Special Agent are superb! Any questions, issues, or guidance I need is addressed quickly and efficiently within minutes! This program is perfect for our new company and affordable. It is easy to manage and access our clients . Carrier downloads have been seemless-Tracy was also helpful in setting up the connection to our IVANS account.

I see no downsides to Special Agent at this stage.

PDC flow is our client database and helps us keep all of our clients' information and allowing us quick access to their policies .

We've been using PDC Flow for signature/contract needs, and it has been a game-changer! The platform is incredibly user-friendly, making it easy to collect signatures in a seamless, secure manner. The integration with our existing system was smooth, and the customer support team has been fantastic—always responsive and helpful.

One of the standout features is the ability to obtain digital signatures, streamlining our workflow and improving efficiency. The security and compliance measures give us peace of mind, ensuring that sensitive customer data is protected.

Most convenient way for our clients to make payments and at their convenience.

The ability to set a minimum payment amount when a patient is setting up a payment plan.

The clients ability to make a payment afterhours.

The software itself is great for our business, but the cusotmer service we receive when we have a question or need assistance is far to none. Every inquiry is serviced with a sense of urgency that is hard to come by these days. It is a very user friendly software, and we are able to walk our clients through it easily. I also really appreicate that PDC hosts regular touch bases with our company, and takes our feedback/suggestions into consideration when developing their software.

We honestly don't have many downsides. Sometimes new updates have rolled out that cause us to pivot, but PDC is always a phone call away to walk us through the changes when it happens.

They recently added multiple signers so we can have multiple stakeholders sign off on the same legal document. We had a limit with our ACH transactions, and PDC was great about connecting us with merchant services and getting it increased to meet our business needs.

Very good support help. Always friendly.

I have not ran into a problem that can't be fixed or answered.

Keeping card holders information secure.

It's incredibly easy to use and very efficient!

The fees for the minimum amount can be a downside.

Saving me time and effort while ensuring my payments are processed securely.

PDC flow has been a great service for our office. Allows us and our debtors options for making their pymts.

Some of the updates have caused us issues, but they get rectified relatively quickly.

Currently right now, we have been having debtor's auto pymts decline, due to an update that needs to be done.

PDCflow has made it a seamless and inexpensive process for my Company to process Payments . As well as keeping up ever-changing laws of the Collection Industry.

There is nothing I dislike about PDCflow.

I am able to send my customers a real time signature request when processing Payments.

Anyone on my Dispatch team is able to send liability waivers without needing to have the waiver or be on a computer to send it.

I wish there was a way to replace one of my other process of sending txt message notificaitons, but it would require having an employee database setup with a list of phone numbers to send automated txt messages too.

Prior to using PDCflow we did not have a process of sending a liability waiver so a paper waiver would need to be signed while on scene of a recovery. Every member of my team had to carry a bunch of blank waivers to make sure they had one that could be filled out. Then after signing the waiver, we did not have a way / place to store the signed waivers for future reference if needed.