What’s New?
- Direct invoice payments are now available immediately after document signing by the primary user.
- Sign documents and make payments in one streamlined process.
- Reduces the need for separate invoicing, improving efficiency.
- Feature will support only product lists with one time products.
How to Use?
- Create Document: Upload your contract or agreement or create one from scratch for signing.
- Enable direct payments: Enable payments by switching the toggle on.
- Send for Signing: Send the document for the recipient’s signature.
- Complete Payment: After signing, the primary recipient pays directly through the document.
- Track Payments: After sending, track payments either from the document section or from invoices.
Why Connectly built it?
- To simplify contract signing and payments into a single flow.
- Enhance user experience by speeding up the payment process post-signature.
What’s Next?
- Adding support for recurring product lists
- Launch payment plans with deposit options on documents
- Saving card details on documents