PDCflow Features
Platform (8)
Custom Branding
As reported in 10 PDCflow reviews. Custom branding can be applied through signature process
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 10 reviewers of PDCflow have provided feedback on this feature.
Internationalization
Performance and Reliability
Based on 10 PDCflow reviews.
Integration APIs
As reported in 10 PDCflow reviews.
To which systems have you integrated this product
Accounting integration
Provide integration with accounting software and ERP systems. 22 reviewers of PDCflow have provided feedback on this feature.
E-commerce Integration
Provide integration with B2B and B2C e-commerce platforms 19 reviewers of PDCflow have provided feedback on this feature.
Signature Process (8)
Document Signing
Allows signor to easily and intuitively sign documents
Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Process of authenticating is secure and seemless
Mobile Signatures
User can easy send and sign documents on mobile devices
Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
Reporting
Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Meets required regulartory compliances
Signature History and Audit
Tracks all document signing history to comply with required regulations
Enterprise Scalability
Provides features to allow scaling for large organizations
Payment Methods (2)
ACH
Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments.
Credit and Debit
Corporate debit and credit cards used specifically for B2B payments
Payment Processing (7)
Batch Processing
Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times
Automated Workflows
Workflows to manage every stage of the payment process
Self Service
Self-service portals and mobile apps to submit invoices for processing
Reconciliation
Match invoices, payments, and bank statement information
Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Tracking
Track each stage of the payment process and manage payments history
Security and Compliance (5)
PCI Compliant
Comply with information security standards for credit card processing
P2PE
Point-to-point encryption to convert sensitive financial information into indecipherable code
Fraud Management
Features to protect companies from attempts to steal sensitive information like credit card details
SSL Encryption
Secure Sockets Layer is the standard security protocol for encryption of electronic data
SOC
Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2
Integration (3)
Agnostic Integration
The software can be integrated with any other products
Reporting Consolidation
Reports are generated using financial data from multiple sources
Plugins and APIs
The vendor provides pugins and APIs that customers can use to create custom integrations
Payment Processing (3)
Encryption
Built-in security to protect payment information in order to prevent fraud and hacking. This feature was mentioned in 36 PDCflow reviews.
Credit Card Processing
The ability to process credit card payments and receive approval or denial of funds from the customer's bank. 39 reviewers of PDCflow have provided feedback on this feature.
Mobile Payments
As reported in 31 PDCflow reviews. The ability to process mobile payments from a mobile wallet or other mobile phone payment app.
Administration (6)
Reporting & Analytics
Reports and analytics created from payment data. This feature was mentioned in 31 PDCflow reviews.
Processing Fees
Based on 32 PDCflow reviews. Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.
POS Integration
Based on 25 PDCflow reviews. The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.
Omnichannel
As reported in 22 PDCflow reviews. Process payments from multiple channels such as ACH, mobile, or e-commerce.
Levels 1 & 2
Supports levels 1 and 2 for credit card payment processing. 23 reviewers of PDCflow have provided feedback on this feature.
Level 3
Based on 22 PDCflow reviews. Supports level 3 credit card processing which requires additional data for qualification.
Payment Options (1)
Online payment portal
Provides an online portal where customers can make payments. This feature was mentioned in 33 PDCflow reviews.
Security (1)
POS Verification
Support cardholder verification methods for POS transactions. This feature was mentioned in 26 PDCflow reviews.
Payment Types (3)
AP Automation
Manages large volumes of invoices and financial transactions between a company and its suppliers
E-Commerce
Facilitates the acceptance of electronic payment for online transactions
Retail
Features a common interface for in-store, online, and on-the-go set across all acceptance points
Reporting (2)
Status
Reports on the status of invoices or payments 11 reviewers of PDCflow have provided feedback on this feature.
History
Tracks all transactions, from issuing invoices to payment reminders to receiving payment 12 reviewers of PDCflow have provided feedback on this feature.
Integrations (3)
Accounting
Integrates with accounting or similar platforms This feature was mentioned in 11 PDCflow reviews.
ERP
As reported in 10 PDCflow reviews. Integrates with ERP systems
CPM
Integrates with Corporate Performance Management platforms 10 reviewers of PDCflow have provided feedback on this feature.
Transactions (2)
Invoices
Based on 11 PDCflow reviews. Creates or imports invoices
Payments
Based on 13 PDCflow reviews. Collects different payment types and manages payment terms
Workflows (2)
Approvals
Based on 12 PDCflow reviews. Offers customizable approval processes for all types of transactions
Reconciliation
Reconciles payments to invoices to ensure matching
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Accounts Receivable Automation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Enterprise Payment (1)
Adaptive Learning
Improves performance based on feedback and experience
AI - Accounts Receivable (3)
Generative
Sends automated messages and reminders, resolves disputes, or does proactive outreach.
Responses
Responds to basic questions from inbound emails.
Predictive Analytics
Analyzes past transactions to make a prediction of when future payments are likely to be paid.
Technology Glossary Features
View definitions of the features and discover new technology terms.
Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.
Online payments are the exchange of monetary funds between buyers and sellers via the internet. This software feature helps perform a majority of purchases and sales conducted on the internet.


