Contracts and payments drift apart
When the agreement is signed in one tool and payment happens elsewhere, teams lose the single source of truth for whether the deal is ready.
Contract payment collection
Collect payment from signed contracts without chasing invoices.
SmartSigner connects the contract, signature, payer, payment terms, and payment status in one workflow. Service teams can send a contract, get it signed, collect payment, and know whether the work is ready to start.
SmartSigner workflow
Agreement → Sign → Pay
Deposits, setup fees, retainers, and service packages
One-time, recurring, mixed, delayed, or sign-only contract workflows
Payment status visible beside signature completion
Signer-friendly links that do not require a client account
Why this matters
The handoff between agreement and payment is where service work stalls.
Invoices slow down kickoff
A client can sign quickly, then stall on the deposit or retainer invoice that arrives later.
Recurring terms need clearer tracking
Retainers and care plans need both the signed terms and the payment setup to be visible after the contract is complete.
How SmartSigner handles it
A focused flow clients can finish without extra accounts or confusion.
SmartSigner keeps reusable templates, signer fields, payment terms, audit details, and client tracking in one workspace so every sent agreement has a clear next step.
1
Create the contract template
Build reusable terms, signer fields, variables, pricing tables, and payment rules for repeat service work.
2
Choose the payment model
Use a deposit, full upfront amount, recurring retainer, setup fee plus subscription, delayed charge, or no payment.
3
Send the contract link
The client reviews the contract, fills required fields, signs, and completes the payment step when required.
4
Track completion
See sent, viewed, signed, paid, expired, voided, and completed states from the same document and payment views.
Contract-first payment records
Every payment belongs to the contract that created it, making payment status easier to reconcile.
Service-business payment flexibility
Support deposits, retainers, setup fees, one-time packages, recurring plans, and charge-later workflows.
Fewer client handoffs
The client gets one guided path instead of separate contract, invoice, and payment-link instructions.
Buyer questions
What teams usually ask before switching.
Can SmartSigner collect payment and signature in the same flow?
Yes. SmartSigner is designed so a client can complete required signing fields and then continue into the payment step from the same agreement flow.
Can I send a document without payment?
Yes. Payment is optional. You can send sign-only documents when you just need a signature and audit record.
Can SmartSigner collect a deposit when a contract is signed?
Yes. SmartSigner supports one-time payment collection for deposits, setup fees, fixed-fee projects, and service packages.
Can I collect a setup fee and monthly retainer from one contract?
Yes. SmartSigner supports mixed payment workflows such as an upfront setup fee plus a recurring monthly payment in the same contract flow.
What if the contract is signed but payment is not completed?
SmartSigner keeps signature completion and payment status separate, so the sender can see that the contract is signed while payment remains pending, expired, failed, or ready to restart.
Can contract payment collection be optional?
Yes. A SmartSigner document can be sent with no payment requirement when the goal is only to collect signatures.
Related workflows
See how this fits the full sign-and-pay flow.
SmartSigner is strongest when templates, signature, payments, and tracking work together instead of living in separate tools.
Explore SmartSigner
Find the right sign-and-pay workflow for your team.
Compare focused sign-and-pay workflows, review trust details, and see how SmartSigner fits common service-business use cases.