Feature Update: 2 in 1 Documents: Direct Invoice Payments After Signing

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.

2. Enable Direct Payments: Enable payments by switching the toggle on

3. Send for Signing: Send the document for the recipient’s signature.

4. Complete Payment: After signing, the primary recipient pays directly through the document.

5. Track Payments: After sending, track payments either from the document section or from invoices.

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

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