2 in 1 Documents: Direct Invoice payments after signing

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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.