Documents & Contracts can do more than capture a signature, it can capture payment at the exact moment a customer agrees to your terms, and turn that signed agreement into an invoice automatically.
When building a document, you can turn on Collect Card Details, which adds a secure payment field to the signing flow. The signer enters their card information before completing the signature, and the card is saved to their contact record for future billing, ideal for subscription agreements, deposits, or service contracts where you need payment on file before work begins.
You can also configure a document to automatically generate an invoice the moment it's signed. Instead of manually creating a bill after every signed proposal, the invoice is generated with the agreed pricing already filled in from the document and sent straight to the customer, or charged immediately if you collected card details.
This is especially useful for teams that send frequent quotes or estimates: sign, save the card, and bill, all in one flow, with no extra steps for your staff. You can also trigger a workflow on document signature to notify your team, create a task, or kick off onboarding automatically.
To set this up, open a document's settings and enable Collect Payment Details and Auto-Generate Invoice on Signing before sending it out.