Recurring work starts with too many handoffs
Teams often send a contract, then a separate subscription link, then manually confirm whether the client finished both steps.
Recurring payment contracts
Recurring payment contracts for retainers, care plans, and ongoing services.
SmartSigner helps service businesses turn recurring work into signed, trackable payment agreements. Send one document for the service terms, required signature fields, recurring payment details, and optional upfront setup fee.
SmartSigner workflow
Agreement → Sign → Pay
Monthly retainers, care plans, subscriptions, and support plans
Recurring-only or setup-fee-plus-monthly payment terms
Client signing and payment setup in one guided flow
Signature status, payment status, receipts, and contacts tracked together
Why this matters
The handoff between agreement and payment is where service work stalls.
Setup fees complicate retainers
Many service plans need an upfront setup fee and an ongoing monthly payment, but common tools split those into separate workflows.
Payment status becomes hard to audit
When recurring billing is disconnected from the signed agreement, it is harder to see what was authorized and when the service became active.
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
Build the recurring contract template
Create reusable retainer, care plan, maintenance, support, or subscription agreement terms.
2
Set recurring payment terms
Use monthly, quarterly, annual, or custom recurring payment terms, with an optional one-time setup fee.
3
Send one signing link
The client reviews the recurring agreement, completes required fields, signs, and completes the payment step when required.
4
Track the active agreement
See signature completion, payment status, sent and signed dates, client details, receipts, and follow-up actions.
Recurring terms inside the document
Keep frequency, amount, payer details, and payment status tied to the signed agreement record.
Setup fee plus monthly billing
Use one document for upfront onboarding fees and ongoing service billing instead of sending separate payment instructions.
Sign-only when billing happens elsewhere
Use the same template workflow for recurring service contracts that do not need payment collection at signing.
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 create contracts with recurring payments?
Yes. SmartSigner supports recurring payment workflows for retainers, care plans, maintenance contracts, subscriptions, and ongoing service agreements.
Can I charge a setup fee and a monthly payment in one contract?
Yes. SmartSigner supports mixed payment workflows such as a one-time setup fee plus a recurring monthly payment in the same contract and signing flow.
Can recurring contracts be used without payment collection?
Yes. Payment is optional. You can send recurring service contracts for signature only when billing is handled separately.
Who uses recurring payment contracts?
Agencies, consultants, contractors, maintenance teams, website care providers, support teams, and SMB service businesses use recurring contracts for ongoing client work.
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.