Documents and Contracts allow you to outline terms and conditions to your customers, ensuring everyone is on the same page when completing a purchase. However, you do not want to overwhelm your customers with too many steps to acquire your services. You can prevent this by collecting payment directly after a document has been signed, which helps increase your conversion rates.
How to Use This Feature #
Before sending your document or contract to a customer, you will need to enable direct payment.
Setting Up #
- Navigate to the Documents & Contracts tab inside the Payments section.
- Access the Settings by clicking the gear icon.
- Navigate to the Product Invoicing section.
- Toggle on Direct Payment.
- Click Save to maintain the changes.
Using Direct Payment #
- Inside the Documents & Contracts tab, click +New to upload or create a new document from scratch.
- Create your document as normal. At this step, you must include a Product List element with at least one product.
- Select a primary recipient; this person will be prompted to complete payment directly.
- Click Send and select a channel to deliver the document to your client.
- The customer will be prompted to fill out their assigned fields and complete the payment.
This allows you to simplify contract signing and payments into a single flow, improving the user experience by speeding up the payment process after signing, ensuring the least amount of resistance, and aiding your bottom line.
Frequently Asked Questions #
Why collect payment right after signing? #
Combining signing and payment into one flow reduces friction for customers and helps increase conversion rates by removing extra steps.
How do I enable direct payment? #
Go to the Documents & Contracts tab in the Payments section, open Settings via the gear icon, navigate to Product Invoicing, toggle on Direct Payment, and click Save.
What must a document include for direct payment to work? #
The document must include a Product List element with at least one product so there is an amount to collect.
Who is prompted to pay? #
The primary recipient you select is prompted to complete payment directly after signing.
How do I deliver the document to the client? #
After building the document, click Send and choose a delivery channel. The customer then fills out their assigned fields and completes payment.
Does direct payment work with my existing document workflow? #
Yes. You create the document as normal; enabling Direct Payment simply adds the payment step immediately after the client signs.
