new
Documents & Contracts
2 in 1 Documents: Direct Invoice payments after signing
What’s New?
- Direct invoice payments are now available immediately after document signing by the primary user.
- Sign documents and make payments in one streamlined process.
- Reduces the need for separate invoicing, improving efficiency.
- Feature will support only product lists with one time products.
How to Use?
- Create Document:Upload your contract or agreement or create one from scratch for signing.
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- Enable direct payments:
- Enable payments by switching the toggle on.
- Product lists with one time products will be supported for direct payments.
- Primary recipient will be directed to the invoice page directly, all others will complete the signing only.
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- Send for Signing: Send the document for the recipient's signature.
- Complete Payment: After signing, the primary recipient pays directly through the document.
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- Track Payments: After sending, track payments either from the document section or from invoices.
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Why We Built It?
- To simplify contract signing and payments into a single flow.
- Enhance user experience by speeding up the payment process post-signature.
What’s Next?
- Adding support for recurring product lists
- Launch payment plans with deposit options on documents
- Saving card details on documents
- Making 3 in 1 Documents - Linking estimates, contracts and invoices: all in the same flow.