Collecting payment

For proposals and service agreements, the signature is often only half the job — you also want the deposit. FolioSign can collect a payment as part of the signing flow, so the client signs and pays in one sitting.

Connect your Stripe account

1. 1Go to Settings and open the Stripe section.
2. 2Connect your Stripe account. FolioSign uses Stripe Connect, so funds go directly to you.
3. 3Once connected, a payment step becomes available when you prepare a document.

Add a payment to a document

• Set the amount — a fixed sum, or a deposit derived from the document's pricing table.
• Choose whether payment is required to complete signing, or optional.
• The signer enters card details in Stripe's own payment form; FolioSign never sees or stores card numbers.