You can now securely collect and save card details directly within Documents & Contracts using the new “Card Details” field. This allows signers to add their card information while completing a document, storing it for future payments.
What’s New:
- Add “Card Details” field in documents for secure card entry.
- Card information is saved for future transactions.
- Supported providers: Stripe, NMI, Square, Authorize-net, Adyen.
Why it matters:
This update helps you gather payment details upfront, reducing the need for follow-ups and minimizing drop-offs during payment collection. It sets the stage for future features like auto-pay and subscriptions.
How it works:
- Use the document builder to drag and drop the “Card Details” field.
- 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; the signer can securely enter card details.
- The card is saved for future payments once added.