What’s New?
- Direct invoice payments are available immediately after the primary user signs the document.
- Sign documents and make payments in one streamlined process.
- Reduces the need for separate invoicing, improving efficiency.
- The feature will support only product lists with one-time products.
How to Use?
- Create Document: Upload your contract or agreement or create one from scratch for signing.
- 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.
- Send for Signing: Send the document for the recipient’s signature.
- Complete Payment: The primary recipient pays directly through the document after signing.
- Track Payments: After sending, track payments either from the document section or from invoices.
“Why did we build it?”
- To simplify contract signing and payments into a single flow.
- Enhance user experience by speeding up the payment process post-signature.
