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PDCflow Reviews & Product Details

PDCflow is an esignature, digital communication and payment platform that empowers businesses to collect esignatures, securely manage document workflows, and streamline payments. Combine signature capture with payment processing to send contracts, manage payments, and simplify sending compliance documents. The flexible templates make it easier for companies to reduce follow-up time and boost cash flow. With an omni-channel approach, robust security features, and customizable workflows, PDCflow supports all types of small businesses to enhance customer experiences and operational efficiency.

Product Website

Seller

PDCflow

Languages Supported

English

Product Description

PDCflow enables business and online sellers to accept payments and collect digital signatures. Its workflow is designed for both single and recurring transactions, which makes it ideal for any size business.

Overview by

Dawn Updike

Pricing

Pricing provided by PDCflow.

PDCflow Pricing

Starting at $9.00

Per Month

View More Pricing Information

PDCflow Media

Businesses can combine multiple transactions (document delivery, esignatures, payments and photo uploads) into one digital workflow. Do more all in one step with Flow Technology.

Keep agent-assisted telephone payments out of PCI scope. Agents never see, hear or touch payment data while still providing a high level of customer service.

Securely send payment portals with prefilled forms. No searching for websites or required usernames and passwords.

PDCflow Demo - Quick, convenient payment communication software

Send workflows to customers through the channels they prefer – email and SMS.

PDCflow Reviews (69)

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Kelsey W.

Admisitration/Bookkeeping

Small-Business (50 or fewer emp.)

8/22/2025

"Easy to use"

4/5

What do you like best about PDCflow?

“I love how easy PDCflow is to use! It makes processing payments so quick and hassle-free. Everything is streamlined, which saves me time and keeps things organized. It really takes the stress out of what used to be a complicated process.” Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

“The only downside I’ve noticed is that sometimes the interface feels a bit basic. Adding more options for customization and reporting would make it even better.” Review collected by and hosted on G2.com.

Brandy S.

ADMIN/PRODUCER

Small-Business (50 or fewer emp.)

8/6/2025

"GREAT CLIENT MANAGEMENT SYSTEM WITH SUPERB SUPPOR"

5/5

What do you like best about PDCflow?

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. Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

I see no downsides to Special Agent at this stage. Review collected by and hosted on G2.com.

Brandi C.

Office Manager

Mid-Market (51-1000 emp.)

3/17/2025

"Easy to use and great customer service"

5/5

What do you like best about PDCflow?

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.

If you're looking for a reliable, efficient way to send and receive contracts/signatures PDC Flow is definitely worth considering! Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

The challenge with PDC Flow that we have come across is that when a client is filling out paperwork it doesn't auto save and will sometimes expire where we have to resend the document. However, we are still learning PDC Flow and it could be something we are missing on our end. Review collected by and hosted on G2.com.

Response from Dawn Updike of PDCflow

edit

Hi Brandi,

We are happy to hear our software is working well for your needs. Thank you for taking the time to leave a review, much appreciated. As always, if you have questions or concerns, reach out to our customer support team.

PRISTINA D.

GENERAL MANAGER

Small-Business (50 or fewer emp.)

7/24/2025

"The program is brilliant, I have had a lot of trouble with it connection and staying connected CRM"

3/5

What do you like best about PDCflow?

Instant verify and easy to email receipts Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

The amount of time it takes to get back an ach that has been denied it should be instant Review collected by and hosted on G2.com.

Todd N.

Team administrator, waiver coordinator

Small-Business (50 or fewer emp.)

11/5/2024

"Makes sending and getting Liability waivers signed supper easy and convenient even from my cellphone"

5/5

What do you like best about PDCflow?

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. Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

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. Review collected by and hosted on G2.com.

What problems is PDCflow solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.

Verified User in Civic & Social Organization

Small-Business (50 or fewer emp.)

7/7/2025

"It has been good"

4/5

What do you like best about PDCflow?

branding, simple, cost efficient, customer support has been easily accessible Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

i don't like that you can see every overlay that is created. I think you should be able to keep documents just for your eyes only. It doesn't feel private enough, especially for someone in HR Review collected by and hosted on G2.com.

Response from Dawn Updike of PDCflow

edit

Thank you for the review. We appreciate your feedback. In regard to keeping overlays private, PDCflow had robust data controls for customers like you who need more advanced user management. For example, departments can be used to limit user access to templates and records. Below is a link to a support article you may find helpful, but you can always reach out to our Customer Success team at support@pdcflow.com for additional assistance.

See how PDCflow improved

Nick B.

Managing Partner

Small-Business (50 or fewer emp.)

2/11/2021

"Gives appearance of spending thousands, for very little"

5/5

What do you like best about PDCflow?

I like that PDCflow is easy to set up, easy to use, but more importantly it is easy for the consumers to use. My agents can easily instruct consumers how to complete their portion of operation and they generally follow those instructions the first time. Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

It is a little rigid. It would be nice to be able to upload a document, create a custom flow, and send, all in one go. Review collected by and hosted on G2.com.

Recommendations to others considering PDCflow:

PDCflow is great, it really does help my small firm have the appearance of something much bigger because the system is sophisticated in appearance but really pretty simple to use. Review collected by and hosted on G2.com.

What problems is PDCflow solving and how is that benefiting you?

Now that there is an auto report to tell me which flows expired and which were executed I am spending less time and missing fewer entries. Review collected by and hosted on G2.com.

Response from Dawn Updike of PDCflow

edit

Hello Nick,

Thank you for the review. We always appreciate customer feedback. We have updated our software to give you the ability to upload your documents and use a drag-and-drop editor. Now you can upload a document, create a custom Flow, and send, all in one go! If you would like more information on this newly released feature, please reach out to our Customer Success Team at support@pdcflow.com.

Pristina D.

General Manager

Small-Business (50 or fewer emp.)

11/5/2024

"General Manager"

4/5

What do you like best about PDCflow?

Real time email updates, ability to email receipt right away. Ease of setting up payments. I use daily Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

Collection agency use like some features others could use improvement like better access to make changes online and better explanations. ways for me to make changes on PDC flow. Better explanation of why cards decline Review collected by and hosted on G2.com.

Response from Dawn Updike of PDCflow

edit

Thank you for your feedback. If you have questions about payments or how to find payment error information in a report, please reach out to our Customer Success Team at support@pdcflow.com. We do have resources on our website about for merchants about credit card decline codes and ACH return codes.

https://www.pdcflow.com/ach-payments/what-to-know-about-ach-return-codes/

https://www.pdcflow.com/credit-card-payments/what-a-merchant-should-know-about-credit-card-declines/

Amanda L.

Sales Operations Manager

Mid-Market (51-1000 emp.)

11/14/2024

"Great partnership - always seeking feedback and improving - always a phone call away"

4.5/5

What do you like best about PDCflow?

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. Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

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. Review collected by and hosted on G2.com.

Response from Dawn Updike of PDCflow

edit

Thank you as always for your feedback! We always value hearing from customers like you, who help us make our products better.

JulieAnna T.

Office Manager

Small-Business (50 or fewer emp.)

5/15/2023

"Office Manager"

5/5

What do you like best about PDCflow?

I appreciate the ease in which everyone in our company can work with the system, from the everyday user to the person that has to help fill in for them. Review collected by and hosted on G2.com.

What do you dislike about PDCflow?

It would be nice if there was a future to customize the date the payment is due as sometime people have specific dates they would like payments pulled and not just a set date or day. Review collected by and hosted on G2.com.