Documents & Contracts: Collect card details

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

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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