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.
• 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.

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.
4. Making 3 in 1 Documents – Linking estimates, contracts and invoices: all in the same flow.