What’s New?
- You can now collect and save card details within Documents & Contracts using the new “Card Details” field.
- Signers can securely add their card while filling the document, and the card gets saved for future payments.
How to Use?
- Open the document builder and click on “+ Add Element”
- Drag and drop the “Card Details” field into your document
- Assign the field to a signer and mark it as required if needed
- Ensure a payment provider is connected and live/test mode is enabled
- Send the document to the signer
- The signer clicks “Start filling out” and enters card details
- Card gets securely saved as soon as user selects add card and can be used later for payments
Note
Supported providers are - Stripe, NMI, Square, Authorize-net, Adyen;
Unsupported (Upcoming) - Razorpay , PayPal, Custom payment providers
-
Why We Built This?
- To capture payment details upfront during document signing
- To eliminate follow-ups and reduce drop-offs in payment collection
- To lay the foundation for auto-pay, subscriptions, and seamless future charges
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article