Collecting payment information during the document signing process streamlines transactions and removes the need for additional follow-ups. The Card Details field in Documents & Contracts lets you securely capture and store card information while a signer completes a document, making for a smoother payment workflow.
How to Use the Card Details Field
Start by heading to the Payment Integrations section to make sure a supported payment provider is connected and live or test mode is enabled.
📌Note: The Card Details field works with the following providers: Stripe, NMI, Square, Authorize.net, and Adyen. Support for additional providers such as Razorpay, PayPal, and custom integrations is planned.
Once you've confirmed a supported provider is connected, go to the Documents and Contracts section and create or open the document builder.
Click on "+ Add Element", then drag and drop the Card Details field into your document.
Assign the field to a signer and mark it as required, or adjust the placeholder if needed.
Send the document to the signer.
When the signer receives the document, they click "Start filling out" and enter their card details in the assigned field.
Key Considerations
- Card details are securely saved once the signer chooses to add their card
- Stored cards can be used for future payments without requiring re-entry
Collecting card details directly within documents simplifies the payment experience for both businesses and customers. Secure storage and future reuse of card details reduces friction, minimises follow-ups, and supports more efficient payment workflows over time.