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?
  1. Create Document:
    Upload your contract or agreement or create one from scratch for signing.
Screenshot 2024-09-18 at 17
Screenshot 2024-09-18 at 17
Screenshot 2024-09-18 at 17
  1. 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.
Screenshot 2024-09-18 at 17
Screenshot 2024-09-18 at 17
  1. Send for Signing
    : Send the document for the recipient's signature.
  2. Complete Payment
    : After signing, the primary recipient pays directly through the document.
Screenshot 2024-09-18 at 17
Screenshot 2024-09-18 at 17
  1. Track Payments
    : After sending, track payments either from the document section or from invoices.
Screenshot 2024-09-18 at 17
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?
  1. Adding support for recurring product lists
  2. Launch payment plans with deposit options on documents
  3. Saving card details on documents
  4. Making 3 in 1 Documents - Linking estimates, contracts and invoices: all in the same flow.