Redirect to Payment After Signing By Client
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Simon Bakker
In tools like PandaDoc, users can currently attach a required payment when signing a document. However, in HighLevel there is no option to automatically redirect clients to a payment page upon signing, which could streamline the process and reduce friction. There is an option to create an invoice, however this adds an extra manual step for the client.
Suggested Features:
- Require Payment upon signing
Enable the option to require payment from one or more recipients as a condition of completing the document signing process.
- Automatic Redirection to Payment Page
Implement functionality that redirects clients to a designated payment page immediately after they sign the document. This would ensure a seamless transition from signing to payment, improving the user experience.
- Subscription Creation for Recurring Products
If the pricing table includes recurring products, provide the ability to automatically create a subscription within HighLevel/Stripe upon document signing. This feature would greatly enhance the integration of recurring billing, reducing the need for manual setup and improving workflow efficiency.
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Sales & Marketing
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Matt Stanley
I strongly agree that this feature would help save time and reduce the complexity of putting important aspects of our sales process on "autopilot," reducing the need for dependency on more tech-savvy freelancers to set up such functionality.