## Streamline Your Business with 2-in-1 Documents: Direct Invoice Payments After Signing
For small to medium-sized business owners, service providers, CRM users, coaches, and consultants, efficiency is key. Recognizing the need for a streamlined process, we are thrilled to introduce the latest feature: Direct invoice payments immediately after document signing. This innovative addition is designed to simplify your workflows, reduce the need for separate invoicing, and ultimately save you valuable time.
### What’s New?
– Direct invoice payments now available immediately after document signing by the primary user.
– Sign documents and make payments simultaneously in one streamlined process.
– Reduces the need for separate invoicing, enhancing efficiency.
– Currently supports product lists with one-time products only.
### How to Use the New Feature
1. **Create Document**: Begin by uploading your contract or agreement, or create a new one from scratch for signing.
2. **Enable Direct Payments**: Enable payments by toggling the switch on. This feature currently supports product lists with one-time products. The primary recipient will be directed to the invoice page, whereas other recipients will complete the signing process only.
3. **Send for Signing**: Send the document to the recipient for their signature.
4. **Complete Payment**: After signing, the primary recipient can directly make the payment through the document.
5. **Track Payments**: Once sent, you can track payments either from the document section or through invoices.
### Why We Built It
Our aim was to simplify the contract signing and payment process into a single, seamless flow. By integrating these steps, we enhance the user experience and speed up the payment process post-signature.
### What’s Next?
We are continually working on further upgrades, including:
1. **Support for Recurring Product Lists**: Soon, you will be able to include recurring product lists in your documents.
2. **Launch Payment Plans with Deposit Options on Documents**: Future updates will enable launching payment plans that include deposit options.
3. **Saving Card Details on Documents**: Efficiently save card details for future transactions within documents.
4. **3-in-1 Documents**: We aim to link estimates, contracts, and invoices into a single, integrated flow.
### Conclusion
The introduction of direct invoice payments after signing reflects our commitment to enhancing efficiency for your business. By consolidating document signing and payment processes, we ensure you can focus more on growth and customer satisfaction.
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