new
Documents & Contracts
Documents & Contracts: Collect card details
What’s New?
- You can now collect and save card details within Documents & Contracts using the new “Card Details” field.
- Signers can securely add their card while filling the document, and the card gets saved for future payments.
How to Use?
- Open the document builder and click on “+ Add Element”
- Drag and drop the “Card Details” field into your document
- Assign the field to a signer and mark it as required if needed
- Ensure a payment provider is connected and live/test mode is enabled
- Send the document to the signer
- The signer clicks “Start filling out” and enters card details
- Card gets securely saved as soon as user selects add card and can be used later for payments
Note
Supported providers are - Stripe, NMI, Square, Authorize-net, Adyen;
Unsupported (Upcoming) - Razorpay , PayPal, Custom payment providers
-
Why We Built This?
- To capture payment details upfront during document signing
- To eliminate follow-ups and reduce drop-offs in payment collection
- To lay the foundation for auto-pay, subscriptions, and seamless future charges