If you send contracts, service agreements, or approval forms before getting paid, collecting card details inside the document can make life much easier. Instead of chasing customers after they sign, you can securely save their payment information during the signing process and be ready for future charges, payment plans, or recurring billing.

📌 Why This Matters

Getting a signed document is important, but getting paid on time matters just as much. When customers can enter their card details while completing a document, you reduce back-and-forth, avoid payment delays, and make it easier to collect money later. This is especially helpful for deposits, scheduled payments, memberships, and ongoing services.

✨ What’s New

• Card details inside documents: You can add a card details field directly into your contracts and documents so customers can enter payment information while signing.
• Saved for future payments: Once the signer adds their card, it is securely saved and can be used later for approved charges, subscriptions, or payment collection workflows.
• Less follow-up after signing: By collecting payment details upfront, you can cut down on reminders and reduce the chances of losing revenue after a document is completed.
• Works with supported payment providers: This feature currently supports Stripe, NMI, Square, Authorize.net, and Adyen.

🛠️ How to Use It

1. Step 1: Open your document or contract builder and click Add Element.
2. Step 2: Drag and drop the Card Details field into the document.
3. Step 3: Assign the field to the signer and mark it as required if you want to make sure it is completed before submission.
4. Step 4: Make sure your payment provider is connected and that the correct live or test mode is enabled.

1. Step 5: Send the document to your customer.
2. Step 6: Your customer clicks Start filling out and enters their card details during the signing process.
3. Step 7: Once they choose to add their card, the card information is securely saved for future payment use.

💡 Pro Tip

If you offer payment plans, memberships, or repeat services, collecting card details during signing can help you get paid faster and reduce lost revenue from customers who forget to complete payment later.