SmartSigner use cases
Use cases for agreements that need signature, payment, or both.
SmartSigner is built around the service-client handoff: choose a reusable agreement, fill the client details, send a guided signing page, collect payment when needed, and track the result.
Workflow map
1Template
2Client details
3Signature
4Payment
5Tracking
Collect payment at signing
Send one link so clients complete required fields, sign, and continue into payment without a separate invoice follow-up.
- Deposits
- Setup fees
- Service packages
Recurring service agreements
Use agreement workflows for retainers, care plans, subscriptions, and setup-fee-plus-recurring service packages.
- Monthly retainers
- Care plans
- Ongoing support
Service agreement templates
Create reusable templates with variables, signer fields, one-off edits, and optional Stripe payment blocks.
- Reusable layouts
- Custom variables
- Quick send
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.