Collect payment at signing

Collect payment when the agreement is signed.

SmartSigner helps service businesses avoid the gap between signed agreement and unpaid invoice. Send one link, guide the client through required fields, and attach Stripe payment to the signing journey.

SmartSigner workflow

Agreement → Sign → Pay

Focused
One signing flow for agreement and payment
Stripe-ready one-time and recurring payment terms
Payment status tracked beside the signed document
Sign-only documents when no payment is needed

Why this matters

The handoff between agreement and payment is where service work stalls.

Signed but unpaid

A client can approve the work, then delay payment because the invoice lives in another system.

Manual follow-up

Teams waste time sending payment links, checking Stripe, and updating document status by hand.

Client confusion

Separate contract and payment steps create extra friction right when the client is ready to start.

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, retainer, or package template.

2

Set the payment terms

Use one-time, recurring, mixed, or delayed payment terms depending on the deal.

3

Send the signing link

The client fills required fields, signs, and gets the payment next step in context.

4

Track payment status

Signed, pending, paid, expired, and recurring states stay visible from the workspace.

Payment is native to the document

The amount, payer, payment timing, and status belong to the agreement record.

Reusable templates

Send the same agreement structure repeatedly without rebuilding fields every time.

Client-friendly signing

Clients see clear fields and next steps without needing to create 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 SmartSigner handle deposits?

Yes. SmartSigner supports one-time payment workflows for deposits, setup fees, fixed-fee services, and packaged offers.

Can payment happen after signing?

Yes. SmartSigner supports workflows where payment details can be collected or authorized during signing and charged later when terms require it.

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.