# PDCflow Reviews **Vendor:** PDCflow **Category:** [Payment Processing Software](https://www.g2.com/categories/payment-processing) **Average Rating:** 4.5/5.0 **Total Reviews:** 70 ## About PDCflow 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. ## PDCflow Pros & Cons **What users like:** - Users find PDCflow's **ease of use** exceptional, enabling seamless document handling and efficient signature collection. (11 reviews) - Users value the **convenience** of PDCflow, enabling seamless payment processes and effortless document management. (7 reviews) - Users highlight the **efficiency** of PDCflow, making signature collection seamless and improving overall workflow significantly. (6 reviews) - Users value the **fantastic customer support** from PDCflow, appreciating its responsiveness and helpfulness throughout their experience. (5 reviews) - Users appreciate the **intuitive design** of PDCflow, making it easy for both agents and consumers to use. (5 reviews) - Users value the **exceptional customer satisfaction** provided by PDCflow, noting ease of use for both agents and consumers. (4 reviews) - Easy Payments (4 reviews) - Easy Setup (4 reviews) - Efficiency Improvement (4 reviews) - Response Time (3 reviews) **What users dislike:** - Users express concern about **missing features** in PDCflow, such as auto-save and customization options for payments. (5 reviews) - Users find **limited customization** options in PDCflow, wishing for more flexibility in workflows and payment scheduling. (3 reviews) - Users experience some **technical issues with updates** , though support is responsive and resolves problems quickly. (3 reviews) - Users find the interface of PDCflow a bit **basic and limited** , desiring enhanced customization and clearer functionalities. (2 reviews) - Users find the **limited automation** of PDCflow restrictive, wishing for more streamlined and customizable message sending options. (2 reviews) - Poor Customer Support (2 reviews) - Unplanned Updates (2 reviews) - Update Issues (2 reviews) - Users face **access issues** with PDCflow, struggling with address input and needing clearer explanations for declined cards. (1 reviews) - Confusing Interface (1 reviews) ## PDCflow Reviews ### 1. Fast payment and e-sign solution **Rating:** 5.0/5.0 stars **Reviewed by:** Atul B. | Documentation Writer Sr., Telecommunications, Enterprise (> 1000 emp.) **Reviewed Date:** December 22, 2025 **What do you like best about PDCflow?** 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. **What do you dislike about PDCflow?** Integrating with specific third party systems is not always smooth. I think more flexibility would help. **What problems is PDCflow solving and how is that benefiting you?** 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. ### 2. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Kelsey W. | Admisitration/Bookkeeping, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2025 **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.” **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.” **What problems is PDCflow solving and how is that benefiting you?** “PDCflow is solving the problem of slow, inconvenient payment and signature collection. It saves me time, keeps everything in one place, and makes the process easier for both me and my coworkers.” ### 3. GREAT CLIENT MANAGEMENT SYSTEM WITH SUPERB SUPPOR **Rating:** 5.0/5.0 stars **Reviewed by:** Brandy S. | ADMIN/PRODUCER, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **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. **What do you dislike about PDCflow?** I see no downsides to Special Agent at this stage. **What problems is PDCflow solving and how is that benefiting you?** PDC flow is our client database and helps us keep all of our clients' information and allowing us quick access to their policies . ### 4. Easy to use and great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Brandi C. | Office Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2025 **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! **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. **What problems is PDCflow solving and how is that benefiting you?** PDC Flow helps us be able to send applications/direct deposit information to caregivers who can send it back to us without having to travel to our office. **Official Response from Dawn Updike:** > 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. ### 5. The program is brilliant, I have had a lot of trouble with it connection and staying connected CRM **Rating:** 3.0/5.0 stars **Reviewed by:** PRISTINA D. | GENERAL MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about PDCflow?** Instant verify and easy to email receipts **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 **What problems is PDCflow solving and how is that benefiting you?** Run cards easily and the reoccurring payments are easy to set up ### 6. Makes sending and getting Liability waivers signed supper easy and convenient even from my cellphone **Rating:** 5.0/5.0 stars **Reviewed by:** Todd N. | Team administrator, waiver coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **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. **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. **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. ### 7. It has been good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2025 **What do you like best about PDCflow?** branding, simple, cost efficient, customer support has been easily accessible **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 **What problems is PDCflow solving and how is that benefiting you?** e signatures are helpful to declutter employee's space and keep everything organized **Official Response from Dawn Updike:** > 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. ### 8. Gives appearance of spending thousands, for very little **Rating:** 5.0/5.0 stars **Reviewed by:** Nick B. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2021 **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. **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. **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. **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. **Official Response from Dawn Updike:** > 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. ### 9. General Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Pristina D. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **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 **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 **What problems is PDCflow solving and how is that benefiting you?** Knowing when payments are made or declined right away. A small description of why. Ability to reuse a card and information **Official Response from Dawn Updike:** > 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/ ### 10. Great partnership - always seeking feedback and improving - always a phone call away **Rating:** 4.5/5.0 stars **Reviewed by:** Amanda L. | Sales Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **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. **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. **What problems is PDCflow solving and how is that benefiting you?** 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. **Official Response from Dawn Updike:** > Thank you as always for your feedback! We always value hearing from customers like you, who help us make our products better. ### 11. Office Manager **Rating:** 5.0/5.0 stars **Reviewed by:** JulieAnna T. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **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. **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. **What problems is PDCflow solving and how is that benefiting you?** I appricate the fact the PDCflow is always looking for new ways to assist there customers and upgrade their system. ### 12. Always fast resolutions **Rating:** 5.0/5.0 stars **Reviewed by:** Morgan M. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about PDCflow?** PDC flow has been a great service for our office. Allows us and our debtors options for making their pymts. **What do you dislike about PDCflow?** Some of the updates have caused us issues, but they get rectified relatively quickly. **What problems is PDCflow solving and how is that benefiting you?** Currently right now, we have been having debtor's auto pymts decline, due to an update that needs to be done. Other than that, PDC has been a major part of our everyday business. **Official Response from Dawn Updike:** > Thank you for the review, Morgan. As always, if you need assistance or have questions, please reach out to our Customer Success team at support@pdcflow.com. ### 13. A seldom experience reviewed **Rating:** 4.0/5.0 stars **Reviewed by:** Saad B. | Manual Software QA/LQA, Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about PDCflow?** The straight-forward and intuitive UX interface includes several features. Although we have used it before for electronic signatures, I can safely say that it was easily implemented and the learning curve was smooth. I didn't have a chance to contact customer support, but from what I noticed, they are doing a great job. **What do you dislike about PDCflow?** From a glance, some more simplified and concise guides are due. That's all I can think of for now. **What problems is PDCflow solving and how is that benefiting you?** From my side the ease of use was phenomenal. so it did save me a few trips to all the way to the company. ### 14. AC Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2024 **What do you like best about PDCflow?** Sending out multiple documents in one sitting and setting the documents up so the receiving end can just fill in the fillables. **What do you dislike about PDCflow?** Haven't had any issues so far to be honest, just had a bug one time and reached out to support and they were quick to respond with a fix and fix the issue. **What problems is PDCflow solving and how is that benefiting you?** Not having to manually track when a document is sent out and on if it's signed or not. **Official Response from Dawn Updike:** > Thank you for your review. We are happy to hear our document and esignature tools are working out for you. As always, don't hesitate to reach out if you have any questions or concerns. ### 15. PDCflow has been an asset for my business for many years. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2022 **What do you like best about PDCflow?** 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. **What do you dislike about PDCflow?** There is nothing I dislike about PDCflow. **What problems is PDCflow solving and how is that benefiting you?** I am able to send my customers a real time signature request when processing Payments. **Official Response from Hannah Huerta:** > We’re so glad you’re happy with your PDCflow experience! Thank you for sharing! ### 16. KAMP REVIEW **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PDCflow?** Most convenient way for our clients to make payments and at their convenience. **What do you dislike about PDCflow?** The ability to set a minimum payment amount when a patient is setting up a payment plan. **What problems is PDCflow solving and how is that benefiting you?** The clients ability to make a payment afterhours. **Official Response from Dawn Updike:** > Thank you for your review. We're happy our software is convenient and easy for you and your patients to use. ### 17. Continually add on costs **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2021 **What do you like best about PDCflow?** Delayed response to any issues that may come. **What do you dislike about PDCflow?** I dislike that there is a lag time when processing payment at times and the continually adding on costs **What problems is PDCflow solving and how is that benefiting you?** email and Data analyzation ### 18. Survey2024 **Rating:** 4.5/5.0 stars **Reviewed by:** Lori W. | cashier/accounts receivable, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about PDCflow?** Very good support help. Always friendly. **What do you dislike about PDCflow?** I have not ran into a problem that can't be fixed or answered. **What problems is PDCflow solving and how is that benefiting you?** Keeping card holders information secure. **Official Response from Dawn Updike:** > We are happy to hear our secure payment solution and customer support are having a positive impact on your business. Don't hesitate to reach out if you have any questions or concerns. ### 19. I LOVE USING THIS CHECK BY PHONE PROCESSING WEBSITE **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about PDCflow?** It's incredibly easy to use and very efficient! **What do you dislike about PDCflow?** The fees for the minimum amount can be a downside. **What problems is PDCflow solving and how is that benefiting you?** Saving me time and effort while ensuring my payments are processed securely. **Official Response from Dawn Updike:** > Thank you for your review. We appreciate your feedback. We are happy to hear that our platform is easy to use. ### 20. Customer service & use **Rating:** 5.0/5.0 stars **Reviewed by:** Diane W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2024 **What do you like best about PDCflow?** It is the easiest card process our company has ever used! Customer service reponse is quick and so helpful. And they make sure any issue is taken care of. **What do you dislike about PDCflow?** There isn't really a downside with this product, but maybe emailing customer service for an issue **What problems is PDCflow solving and how is that benefiting you?** Best card processing that I know that we have used for card payments. So easy to use. ### 21. Easy to customize to tailor business needs **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremiah C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2020 **What do you like best about PDCflow?** How I was able to customize the services to what we needed **What do you dislike about PDCflow?** Customers unable to put their address when filling out credit card information (better protection and rate) **What problems is PDCflow solving and how is that benefiting you?** customer paying remotely without having to take credit cards over the phone or use a different provider that was not as effective **Official Response from Dawn Updike:** > Hi Jeremiah, Thank you for the review! We're happy to hear you're able to use our customization features to fit your needs. We know that collecting customer addresses for credit card payments is important, and do offer this option. It can be configured within your account. Please reach out to our support team at support@pdcflow.com and they will be happy to help. We always welcome feedback – thank you for sharing yours! ### 22. Director of Operations **Rating:** 4.5/5.0 stars **Reviewed by:** Bruce J. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about PDCflow?** Securely handles our ACH and debit card transactions, as well as electronic signatures for our customers **What do you dislike about PDCflow?** ACH transactions take an extra day longer to fund **What problems is PDCflow solving and how is that benefiting you?** Customers want easy ways to make payments electronically rather than sending payments by mail. PDC Flow offers payment options at a reasonable cost **Official Response from Dawn Updike:** > Thank you for the review, Bruce! We appreciate your feedback and value your business. ### 23. PDCFlow has been excellent. Their customer service team has always been responsive. **Rating:** 4.5/5.0 stars **Reviewed by:** Andre A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about PDCflow?** Their customer service team is excellent when I need them. **What do you dislike about PDCflow?** Not everything is straightforward. I often need to reach out for explanations. **What problems is PDCflow solving and how is that benefiting you?** They're making receiving payments easier than ever. ### 24. PDC Flow is amazing. **Rating:** 5.0/5.0 stars **Reviewed by:** Cathie B. | Debt Collector, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about PDCflow?** PDC flow has an easy-to-navigate interface and allows my company to keep track of all credit cards processed and the financial reports are very easy to follow. I also love the way you can save info on future payments. **What do you dislike about PDCflow?** The only complaint that I have is that special characters are not allowed in the address input for example an address of road28 1/3 is not able to be inputted but I have brought that to the programmer's attention and they said they are working on the issue **What problems is PDCflow solving and how is that benefiting you?** The main problem we faced with our old Credit Card systems was that we would have to manually enter all reoccurring payments and we have realized how much time was saved with reoccurring payments info already inside of PDC flow ### 25. PDCflow Review **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2022 **What do you like best about PDCflow?** The best part about PDCflow is that they are integrated with DAKCS. It is very convenient to not have to navigate to another platform in order to take payments. **What do you dislike about PDCflow?** The only part that I dislike about PDCflow is that they do not allow for much customization with the language that they include in text messages. PDC has told me that they are only allowed to include certain language because of carrier restrictions and higher powers, but I know of other texting vendors that have better language in their text messages. I have even sent PDC an image of an example of one of those text messages. **What problems is PDCflow solving and how is that benefiting you?** PDCflow allows us to have more convenience. It is helpful to our team to not have to navigate to another website or platform to take a payment. This allows for speed and accuracy within our company. **Official Response from Dawn Updike:** > Thank you for your feedback. We've been in direct contact with both our Customer Success and Product Management team members and we are working hard to improve our product and your customer experience. ### 26. Simple Integration with Collection Software **Rating:** 4.0/5.0 stars **Reviewed by:** Betty C. | Accounts Receivable Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2023 **What do you like best about PDCflow?** Love that the system integrates seasmlessly with our current collection software for credit card processing. **What do you dislike about PDCflow?** Would like for them to send a more comprehensive statement each month. **What problems is PDCflow solving and how is that benefiting you?** Needed a way to process payments securely. ### 27. Amazing!! **Rating:** 5.0/5.0 stars **Reviewed by:** mark k. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **What do you like best about PDCflow?** PDCflow was super easy to use and integrate into our system. Support is very prompt and helpful. I would recommend them to any and everyone. Has boosted our revenue stream and has made communicating with our customers a breeze **What do you dislike about PDCflow?** No downsides to mention. Great products. **What problems is PDCflow solving and how is that benefiting you?** The integration with Dakcs beyond arm software has helped us process ACH payments and send flows to customers. Allowing us to communicate to our consumers the way they prefer. **Official Response from Dawn Updike:** > Thank you for your review! We’re happy to hear we’ve helped with your customer communications and have positively impacted your revenue. ### 28. Its too expensive for the Debtor Portal **Rating:** 2.5/5.0 stars **Reviewed by:** CATHY L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about PDCflow?** The ease of the payment going directly into the debtor's account **What do you dislike about PDCflow?** We used to have the portal option for our debtors-where they went in using the internet and paid on their account. This year it was over $500, so we canceled that option. I wish a tier system was in place based on the number of payments tried or a charge per transaction.. We are a small collection service and can't afford $500 for a few monthly payments. **What problems is PDCflow solving and how is that benefiting you?** Putting the funds directly into the debtor's account so that I don't have to do it manually. ### 29. PDCflow has been great for our practice and needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Alison J. | Office Administrator / Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about PDCflow?** It is very easy and convienent. For both us and debttors. **What do you dislike about PDCflow?** I haven't really came across anything that I dislike about PDcflow. They are pretty great. **What problems is PDCflow solving and how is that benefiting you?** It has made debtor payments easier. Where before we didn't accept credit card payments, now the debtor can make their own credit card payments using PDCflow ### 30. Lots of problems **Rating:** 0.0/5.0 stars **Reviewed by:** Hunter Q. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2021 **What do you like best about PDCflow?** Processes credit cards & ACH transactions. **What do you dislike about PDCflow?** Ever since we switched from the preferred processors, we have had all kinds of problems. It took many calls to finally get the problems resolved. **What problems is PDCflow solving and how is that benefiting you?** NACHA requirements. PCI compliance. Increasing balance limits. **Official Response from Dawn Updike:** > Thank you for the review. I’m happy to hear that our software is keeping you compliant and you’re satisfied with our services. As a long time user, your feedback is a valuable asset that can help us improve. If there is anything we can do to make your experience better, please let us know! ### 31. I use PDC on a daily basis, it is a tool that I enjoy using. **Rating:** 5.0/5.0 stars **Reviewed by:** Mary Katherine J. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **What do you like best about PDCflow?** PDCflow is user friendly. It is very easy to use. **What do you dislike about PDCflow?** There is nothing that I dislike about PDCflow. **What problems is PDCflow solving and how is that benefiting you?** It is user friendly. Quick and easy to process payments. ### 32. PDCFlow is a simple and effective way to accept payments from Consumers! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about PDCflow?** The ability to send the customer an E signature to legitimize payment arrangements is invaluable. It helps us convert promises to payments! It brings a level of professionalism that wouldn't be present otherwise. **What do you dislike about PDCflow?** The only complaint we ever receive from our reps is that it makes the process of taking payments from consumers a bit longer. We emphasize that the trade-off of legitimizing arrangements is worth the extra time! **What problems is PDCflow solving and how is that benefiting you?** As stated before, it brings a level of legitimacy to our negotiations; the consumers can see the arrangement in writing, and that certainly puts their minds at ease! ### 33. BEST PAYMENT SOFTWARE OUT THERE **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2023 **What do you like best about PDCflow?** Easy to use, self explanatory and, most importantly, it is extremely customizable and easy to implement across all our platforms **What do you dislike about PDCflow?** Nothing--the hardest thing about PDC Flow was signing up. **What problems is PDCflow solving and how is that benefiting you?** I use this product for recurring payments, it easily tracks and implements them for our office. ### 34. Simple, easy to use. Wish I could add order numbers to ESIGN flows. **Rating:** 4.0/5.0 stars **Reviewed by:** Stacey E. | Sales Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about PDCflow?** It is so easy to use and to walk clients thru it **What do you dislike about PDCflow?** Not being able to have order numbers on the flows and emails that come back to us **What problems is PDCflow solving and how is that benefiting you?** Solving clients' frustrations with complicated ESIGN makes my job much more efficient. It also solves having to take Credit card payments over the phone - which means less human error on my part and easier, more secure for clients! ### 35. Easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily H. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about PDCflow?** Very easy to use and a lot of different features available **What do you dislike about PDCflow?** None that I can think of. Everything has worked well so far for our business **What problems is PDCflow solving and how is that benefiting you?** We currently use PDC flow to send EFT forms to our customers when they set up a payment arrangement. ### 36. Great service! **Rating:** 5.0/5.0 stars **Reviewed by:** Vivian S. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about PDCflow?** Easy to use, excellent service! Make payments easy. **What do you dislike about PDCflow?** Nothing to complain about this service, very good. **What problems is PDCflow solving and how is that benefiting you?** Recurrent payments makes our service very easy to customers. ### 37. Economic online payment solution for consumers to pay our clients **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about PDCflow?** Ease of use. Very cost effective. Good support. **What do you dislike about PDCflow?** Forced to change payment processor. Still incurring costs from the transfer. **What problems is PDCflow solving and how is that benefiting you?** Economic online payment solution for consumers to pay our clients ### 38. Compliance platform **Rating:** 5.0/5.0 stars **Reviewed by:** celia m. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about PDCflow?** They're all in about compliance. Updated, send periodically informative emails; our representative always looks to upgrade our platform. We feel comfortable and secure working with them. **What do you dislike about PDCflow?** It would be beneficial to get daily reports generated in PDF format and not address the consumers to 3rd parties platforms (like USAepay, etc.). **What problems is PDCflow solving and how is that benefiting you?** It's an integrated system with our ARM software. They make payment-processing: compliance, user-friendly, and easy for our business (a collection agency). **Official Response from Hannah Huerta:** > Thanks for taking the time to give us a review! It's great to hear you enjoy our educational content as well as our products! We appreciate the feedback and are always working to improve our products and processes. ### 39. Good Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2021 **What do you like best about PDCflow?** I like being able to ask a question and get an answer when needed. **What do you dislike about PDCflow?** I don't like that I am unable to have the payments noted in Beyond. **Recommendations to others considering PDCflow:** I[ tp date technology **What problems is PDCflow solving and how is that benefiting you?** Sending Documents. Having the documents saved in the FLOW so we only have to print them if necessary. **Official Response from Dawn Updike:** > We are happy that you take advantage of our great customer support team. We do have a direct integration to DAKCS Beyond, feel free tor reach out for more information. Thanks for your time in leaving a review. We appreciate it! ### 40. We use PDCflow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2022 **What do you like best about PDCflow?** All functions seem to work correctly as hoped **What do you dislike about PDCflow?** Consumer responses must be capitalized to work **What problems is PDCflow solving and how is that benefiting you?** Sending payment links ### 41. PDCflow **Rating:** 3.5/5.0 stars **Reviewed by:** Hunter Q. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2022 **What do you like best about PDCflow?** Integrated with our collection software, DAKCS. **What do you dislike about PDCflow?** Sometimes it is hard to understand decline codes. **What problems is PDCflow solving and how is that benefiting you?** Regulation E compliance, PCI compliance, electronic delivery of documents ### 42. Smoother than Previous Payment Application **Rating:** 5.0/5.0 stars **Reviewed by:** Sierra B. | C, Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2021 **What do you like best about PDCflow?** This program is straightforward to use. Although we didn't have formal training on it after the transition, it was effortless to figure out. PDCFlow support is also quick to respond. **What do you dislike about PDCflow?** The send notification pin never gets sent to patients, which can be frustrating. **What problems is PDCflow solving and how is that benefiting you?** I am learning how to quickly and effectively create and edit payment plans. **Official Response from Dawn Updike:** > Thank you for your review. I'm happy to hear you find using our software effortless. Our Customer Support team does offer free training sessions, so if you or your team would like to schedule one, please reach out! We look forward to helping you succeed. Please reach out to our Customer Success team at your earliest convenience and we can answer any questions you have concerning PIN notifications in FLOW. ### 43. Accounting Admin **Rating:** 5.0/5.0 stars **Reviewed by:** Omar P. | Accounting Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2020 **What do you like best about PDCflow?** PDCFlow is flexible and efficient, it expands the capability and creates new and unique ideas for collection. It is a necessary tool and finding new and unique ways to provide options for our clients all the time. I was recently amazed by their customer service as before speaking with them, I was beyond frustrated with a situation that wasn't the fault of the company, they fixed the situation and introduced me to new tools that made my job and upcoming weeks much easier than imagined. **What do you dislike about PDCflow?** While it is efficient, it looks a tad dated but not too dated, It has a bit of a clunky look but it does not get in the way of performance. **Recommendations to others considering PDCflow:** Definitely review your company's needs and see how PDCFlow can be used to reduce the stress of reoccurring payments **What problems is PDCflow solving and how is that benefiting you?** Our issue is collections and providing another way for clients to send their funds to us. PDCFlow has allowed me a way to interact with my clients to suit their needs, it allows me to perform my job better and allows for an honest flow of communication between us and our clients. ### 44. Great Program - Responsive Customer Support Team - Has Made our Deposit/Contract Process a Breeze! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2021 **What do you like best about PDCflow?** PDC has automated our deposit payment and electronic signature request processes. They've consolidated a multi-step process into one easy peasy step. My Customer Service team has NO complaints - love it! When we have a technical glitch or troubleshoot error, PDC's customer service team is always an email away. Have had many quick "let me show you" calls that answer our questions and help us adjust our processes. The onboard process was well executed, and PDC has been very responsive to our feedback. It's not that often that you get to talk directly with the product manager. Nice to know they are genuinely invested in improving their client's experience. My team especially loves that we can all view each other's flows when one is out of the office or on vacation - great "team focused" software. **What do you dislike about PDCflow?** We have sent feedback to the developers for the ability to send 1 flow to multiple signers - they have created a workaround for us in the meantime. We also want the ability to send multiple documents on one flow. There is no automatic flow reminders - have to send manually - but the system is so user-friendly it's not typically an issue. Despite these shortfalls, our process with PDC is still light year's beyond what we were previously doing wiht our business. **What problems is PDCflow solving and how is that benefiting you?** Challenges: -We have sent feedback to the developers for the ability to send 1 flow to multiple signers - they have created a workaround for us in the meantime. -We also want the ability to send multiple documents on one flow. -There is no automatic flow reminders - have to send manually - but the system is so user-friendly it's not typically an issue. Benefits: -1 step process - deposit/contract are combined - no more getting deposit, but client dragging his/her feet on signing off on terms and conditions -Can create multiple, customized flows for all our scenarios - and we've got a lot of them! :-) -Client owns all credit card issues - bad card number, card limit, expired card, etc. - we don't lose time trying to problem solve with their banks -Improved PCI security for processing transactions -Great customer service **Official Response from Dawn Updike:** > Thank you for the awesome review! We are very happy to hear that our solution has made sending and receiving your contracts and deposits more convenient. We also appreciate all the valuable feedback you and your team have given us so that we can strengthen our product offerings. ### 45. Works great for what we use it for. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2021 **What do you like best about PDCflow?** Its pretty easy to set up templates. Our boss isnt the most tech savy guy but he is able to navigate it. **What do you dislike about PDCflow?** The only thing that I have had difficulties with is that some of the template set-ups were glitched and I am not sure why. But after getting on the phone with them, they were able to help me out. **Recommendations to others considering PDCflow:** 24/7 chat support. **What problems is PDCflow solving and how is that benefiting you?** We just send E-sign and payment processing with signatures to clients. ### 46. Effective, easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2021 **What do you like best about PDCflow?** Ease of use. User interface is self-explanatory and it is easy to set up new flows. API Documentation is complete and helpful. **What do you dislike about PDCflow?** The weaknesses on the document delivery/signature side. Would like to send to more than one person and tab over on fill-in boxes on overlays. **What problems is PDCflow solving and how is that benefiting you?** Integrating with CRM. Still developing. We have been using the "schedule" option for about the last year and that has helped tremendously with some of the payments that we need to run. **Official Response from Dawn Updike:** > Great to hear that you find our software easy to use. Our goal is to create the best user experience possible. We will take your feedback to our product team. ### 47. Excellent Product **Rating:** 5.0/5.0 stars **Reviewed by:** Robert V. | President - Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about PDCflow?** Cost and ease of use of product. Love it **What do you dislike about PDCflow?** We have had no issues with product and no down time **Recommendations to others considering PDCflow:** We love the product, would Highly recommend it! **What problems is PDCflow solving and how is that benefiting you?** Having the ability as a small, specialized biz to use a top end product at a great price. We also like the info emails we receive, keeping us up to date on events, news, etc realted to our industry ### 48. PDCFlow Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about PDCflow?** Customer Service, Industry Involvement, Educational Webinars, great tools **What do you dislike about PDCflow?** It can be difficult to work in the industry in general. Most frustrations that come up have more to do with regulations than the services they provide. **What problems is PDCflow solving and how is that benefiting you?** Compliant processes for communications with consumers **Official Response from Dawn Updike:** > Thanks for sharing your experience. We are happy you are taking advantage of our customer support and additional resources. ### 49. Simple and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2021 **What do you like best about PDCflow?** The simplicity in the entire process. From same day transactions to schedule reoccurring transactions. Even if there is a mistake made, it is easy to fix and no mess! **What do you dislike about PDCflow?** Honestly, nothing. I haven't encountered one thing that's given me an issue to dislike this program. **What problems is PDCflow solving and how is that benefiting you?** My office can individually run charges/debits without waiting. No more machines. ### 50. PATIENT FINANCIAL SERVICE CLERK **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about PDCflow?** THE REPORTS ARE EASY TO READ. IF I HAVE TO REFUND AN ACCT ITS SIMPLE TO DO **What do you dislike about PDCflow?** THAT I HAVE TO LOG IN EVERY TIME I NEED TO PROCESS A PAYMENT. I WISH THE SITE WOULD STAY OPEN SINCE I USE IT ALL DAY LONG. IT WOULD BE NICE IF WHEN WE PROCESSED A PAYMENT IT WOULD GO DIRECTLY ONTO THE PATIENT ACCOUNT AND NOT HAVE TO WAIT 24 HOURS FOR THE REPORT TO SETTLE AND THEN HAVE GO BACK IN TO POST THE PAYMENTS FROM THE DAY BEFORE. **Recommendations to others considering PDCflow:** I HAVE HAD MINIMAL PROBLEMS USING PDCFLOW. ANY PROBLEMS I HAVE ENCOUNTERED HAVE BEEN RESOLVED IN A TIMLY MANOR. **What problems is PDCflow solving and how is that benefiting you?** THAT WE DON'T HAVE AS MUCH CASH FLOW TO BE RESPONSIBLE FOR. THE SITE IS EASY TO PROCESS THROUGH ## PDCflow Discussions - [What is PDCflow used for?](https://www.g2.com/discussions/what-is-pdcflow-used-for) - [View PDCflow pricing details and edition comparison](https://www.g2.com/products/pdcflow/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-25+11%3A51%3A45+-0500&secure%5Bsession_id%5D=8033db6e-f192-4c9a-b63a-b1e7722c2309&secure%5Btoken%5D=873bcadde98142d023806c3e780e349680601ffe29eb269b4310fd5efdbd3738&format=llm_user) ## PDCflow Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Payment Methods** - ACH - Credit and Debit **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments **Reporting** - Status - History **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Payment Processing ** - Batch Processing - Payments Scheduling - Automated Workflows - Self Service - Reconciliation - Settlements - Payment Tracking **Administration** - Reporting & Analytics - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 **Integrations** - Accounting - ERP - CPM **Security and Compliance** - PCI Compliant - P2PE - Fraud Management - SSL Encryption - SOC **Payment Options** - Online payment portal **Transactions** - Invoices - Payments **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Agnostic Integration - Reporting Consolidation - Plugins and APIs **Security** - POS Verification **Workflows** - Approvals - Reconciliation **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Accounting integration - E-commerce Integration **Payment Types** - AP Automation - E-Commerce - Retail **Agentic AI - Accounts Receivable Automation** - Autonomous Task Execution **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Agentic AI - Enterprise Payment** - Adaptive Learning **AI - Accounts Receivable** - Generative - Responses - Predictive Analytics ## Top PDCflow Alternatives - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - 4.4/5.0 (1,778 reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - 4.2/5.0 (445 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (395 reviews)