Documents and Contracts let you set out your terms and conditions for customers, so everyone is aligned before a purchase goes through. To keep things as simple as possible, you can collect payment straight after a document is signed, which reduces the number of steps your customers need to take and helps improve your conversion rates.
How to Use This Feature?
Before sending your Document or Contract to a customer, you'll 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 keep your 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 need to 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.
That's it. Contract signing and payment are combined into a single flow, which simplifies the experience for your customers, reduces friction, and helps your conversion rates.