How to redirect a user to a specific page after signing a contract?

Overview

You can now redirect customers to a specific web page after they’ve signed your Document or completed a payment on an invoice generated via the Document. This helps create a seamless, branded experience—whether that’s showing them a thank-you page, leading them to a scheduling link, or upselling additional services.

1. Enable Global Custom URL Redirection

1. Navigate to Documents & Contracts
   • In the left menu, go to Payments → Documents & Contracts.
2. Open Settings
   • Click the Settings button at the top-right (gear icon).
   • Select Document Settings from the sidebar.
3. Toggle on “Redirect to a Custom URL”
   • Flip the switch to enable it globally for all Documents.
   • Enter the URL (e.g., https://example.com).
   • Choose Open in Existing Tab or Open in New Tab.
4. Save Your Changes
   • Click Save to confirm.

Note: Global settings will not override a custom URL added directly to a specific Document or Template.

2. Set Up a Custom URL Per Document

1. Create or Edit a Document
   • From Documents & Contracts, open any existing Document or click + New to create one.
2. Document Settings
   • At the top, click Settings → Document Settings.
3. Enable Redirect & Enter URL
   • Toggle on Enable redirection to custom URL.
   • Enter the desired URL.
   • Select if it should open in the same tab or a new tab.
4. Save Your Document
   • Click Save or Send as needed.

3. Redirection After Payment

If you’ve enabled a Payment option within your Document, the same redirect settings apply once payment is made:

• Global Setting: If enabled, your customers are automatically redirected after their payment is processed.
• Document-Level Setting: If you’ve enabled and specified a URL here, it takes priority for that specific Document.

4. Troubleshooting & Tips

• Test Before Sending: Use the Preview option in Documents to confirm that the redirect works as expected.
• Override Logic: Document-specific redirects will override global redirects. Turn off or remove the Document-level setting if you want to rely solely on the global redirect.

5. Common Use Cases

• Thank-You Pages: Direct new signers/payers to a personalized thank-you or confirmation page.
• Onboarding: Prompt customers to complete onboarding steps immediately after signing.
• Upsells: Show complementary offers or scheduling pages to drive further engagement.
• Reviews: Get reviews from your users after they’ve signed a completion agreement.