Documents & Contracts: Collect card details

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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 details while completing the document, and the card will be saved for future payments.

How to Use?

  • Open the document builder and click on “+ Add Element”.

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  • Drag and drop the “Card Details” field into your document.
  • Assign the field to a signer and mark it as required if necessary.

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  • Ensure a payment provider is connected, and live/test mode is enabled.

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  • Send the document to the signer.
  • The signer clicks “Start filling out” and enters their card details.

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  • The card is securely saved as soon as the user selects “Add Card” and can be used later for payments.

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Note

Supported providers include: Stripe, NMI, Square, Authorize-net, and Adyen.

Unsupported (Upcoming) providers are: Razorpay, PayPal, and Custom payment providers.

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Why We Built This?

  • To capture payment details up front during document signing.
  • To eliminate follow-ups and reduce drop-offs in payment collection.
  • To set the groundwork for auto-pay, subscriptions, and seamless future charges.