Signature does not always mean ready to start
Many service teams still need a deposit, setup fee, or monthly retainer before work can begin.
E-signature with payment
Electronic signature and payment collection in one client flow.
SmartSigner helps service businesses avoid the handoff between signed agreement and unpaid invoice. Send one guided link where the client reviews the agreement, completes required fields, signs electronically, and pays or authorizes payment when needed.
SmartSigner workflow
Agreement → Sign → Pay
One client flow for agreement, signature, and payment
One-time, recurring, mixed, delayed, or sign-only workflows
Stripe-ready payment collection tied to the document
Payment and signature status tracked from the same workspace
Why this matters
The handoff between agreement and payment is where service work stalls.
Separate payment links create follow-up
When payment lives outside the document, teams have to chase clients, verify Stripe, and reconcile status manually.
Simple agreements get buried in proposal tools
Service businesses often need a focused sign-and-pay workflow instead of a broad proposal suite with extra setup.
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
Choose a reusable agreement
Start from a service agreement, project deposit, monthly retainer, SOW, package, or change-order template.
2
Add required signer fields
Place signature, initials, date, text fields, checkboxes, and variables exactly where the client needs to complete them.
3
Attach payment terms
Use no payment, one-time payment, recurring payment, one-time plus recurring, or collect-now-charge-later terms.
4
Send one private link
The client signs without creating an account and moves into the payment step when the agreement requires payment.
Payment terms belong to the agreement
Amounts, payer details, payment timing, and payment status stay attached to the document record.
Flexible payment structures
Support upfront deposits, setup fees, monthly retainers, mixed one-time plus recurring terms, and sign-only sends.
Cleaner client experience
Clients see what to fill, where to sign, and what payment step comes next without needing an account.
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 one document include both a one-time payment and recurring payment?
Yes. SmartSigner supports mixed payment workflows, such as a one-time setup fee plus a monthly recurring retainer in the same document and signing flow.
Can I collect payment information now and charge later?
Yes. SmartSigner supports delayed payment workflows where payment authorization can be collected during signing and charged later based on the agreement terms.
Can I use SmartSigner for signature-only documents?
Yes. Payment is optional. You can send documents for e-signature only when no payment collection is needed.
Does the signer need a SmartSigner account?
No. The signer can open a private signing link, complete required fields, sign, and pay without creating a SmartSigner account.
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.