The short answer

Before Signing requires successful payment before document access. After Signing collects fields first and redirects to payment; do not treat that workflow as fully complete until payment succeeds.

Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.

Step-by-step

  1. Open Send Document

    Finish content, recipients and fields, then enable Require payment with signature.

  2. Set amount and currency

    Enter the exact charge and select USD, CAD, EUR or GBP.

  3. Choose the provider

    Select a tested Stripe, PayPal, Square, Authorize.Net, QuickBooks or Global Payments connection.

  4. Choose timing

    Use Before Signing to block document access until payment. Use After Signing to collect signature fields first and payment afterward.

  5. Add description and instructions

    Explain what the charge covers without asking the signer to transmit card details.

  6. Monitor both outcomes

    Confirm all required signatures and a succeeded payment before treating the workflow as completed.

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