“Get the signature and the payment method at the same time.”

- Paul Duncan

💳 Collect Card Details Directly in Documents & Contracts

Getting clients to sign a contract is one step getting paid is another. Now, you can do both at the same time.

With the new “Card Details” field inside Documents & Contracts, you can securely collect and store a client’s card information while they’re filling out and signing your document.

This means fewer follow-ups, faster payments, and a smoother experience for both you and your clients.

⭐ What’s New?

You can now:

• Add a Card Details field directly inside your documents

• Allow signers to securely enter their card while signing

• Automatically save the card for future payments

• Use the saved card for invoices, subscriptions, or charges later

Everything happens in one simple flow no extra steps needed.

⚙️ How It Works

Here’s how the process looks from start to finish:

1. You send a contract or document

2. The client opens it and clicks “Start filling out”

3. They complete the form and enter their card details

4. The card is securely saved once submitted

5. You can use that saved card for future payments

This turns your documents into a powerful payment-ready workflow.

🛠 How to Set It Up

Adding this feature is simple:

1. Open your Document Builder

2. Click “+ Add Element”

3. Drag and drop the Card Details field

4. Assign it to a signer

5. Mark it as required if needed

6. Make sure your payment provider is connected

7. Send the document

Once the client fills it out, their card is securely stored and ready to use.

🔐 Supported Payment Providers

The Card Details field currently supports:

• Stripe

• NMI

• Square

• Authorize.net

• Adyen

🚧 Coming soon:

• Razorpay

• PayPal

• Custom payment providers

🎯 Why This Matters

💸 Get Payment-Ready Instantly

Capture card details at the same time as the signature.

⏱️ Reduce Follow-Ups

No more chasing clients for payment information later.

📉 Minimize Drop-Offs

Fewer steps = higher completion and payment rates.

🔄 Enable Future Automation

Perfect for:

• Auto-pay setups

• Subscriptions

• Future invoices

• Payment plans

✅ Final Thoughts

The new Card Details field transforms your documents into more than just agreements they become a complete payment-ready experience.

You get commitment and payment readiness in one step.

Faster onboarding.

Fewer delays.

Smarter payments.