Documents and Contracts: Recurring Products are now supported!

Another feature to streamline your payments via Documents and Contracts.

• You can now add recurring products to your product list in Document Builder

• If your product has a setup fee associated, it would show up as a separate row item

• Add a product list to your document

• Add recurring as well as one-time products in the product list
• If a recurring product is added, add a schedule from the product list properties and set invoice sending date as document completed date or a custom date. (Enabled in templates as well)
• Once the document is completed, an invoice will be sent (recurring if at least 1 recurring product was added, One-time if none was added)
• Setup fee associated with a product is shown separately in the product list

• In our effort to streamline acceptance of invoices after Document Signature, recurring products and setup fee of products were stopping a lot of you from using contracts. No longer.

• 2 In 1 Documents: Showing invoice directly after primary signer signs the document
• One-time Deposit: Collecting a %age of the total product value in the invoice