Adding Request Payments to your SignNow flow lets you collect money at the exact moment a document is signed—removing extra steps, reducing errors, and shortening order-to-cash.
Requesting payment is unavailable for document group templates. You can request payments using single forms and document groups only.
Examples:
Use Request Payments to capture charges tied to agreements (e.g., licenses, setup fees, renewals) directly within the signing flow. Pair with Formula fields to calculate totals from seats, tiers, discounts, or taxes. This centralizes eSignature + payment in one auditable record and reduces billing follow-ups.
For project-based engagements, collect deposits or milestone payments at signature to secure commitment and protect cash flow. Keeping amounts transparent inside the contract improves client confidence and reduces scope disputes later.
Collect retainers or fixed service fees at engagement. Linking payment to the signed letter-of-engagement ensures compliance, cleaner reconciliation, and faster onboarding—no separate invoice chase.
Capture application fees, holding deposits, or portions of security deposits during lease or application execution. This creates a single, verified trail (signer identity + payment) aligned to the agreement.
Streamline event registrations or donation acknowledgments by taking payment at signature. Donor or registrant details, consent, and payment status are kept together, simplifying audits and reporting.
Setting Up Merchant Account on the Workspace Level
Log into SignNow using your Workspace Admin account credentials. Note that only Workspace Administrator/-s can connect merchant account to their Workspace.
Go to the My Account > Payment Services and connect Stripe as your payment provider.
Setting Up a Merchant Account on the Account Level
Navigate to My Account and switch to the Payment Services tab. The process of connecting Stripe to your account would be the same, with the only difference being that the connected payment service will apply on account-level for current user only.
Collecting Payments in SignNow
You can set the amount the signer pays after signing as fixed or dynamic from a specific field on your document. To use a dynamic amount, open the form in editing mode, select the field that should drive the total, then navigate to the Request Payment in the Additional Settings menu on the right-side toolbar and convert the field to a payment. Configure Validation Type, Pre-filled Text, and any other required parameters as shown in the screenshot.
If the payment amount should be fixed, you can configure the payment request from the Invite Page instead.
Signing experience
Signers are prompted to pay after completing all required fields via the Save and Pay button. They can also exit the form and finish payment later. Payments are deposited directly to your Stripe account—there are no extra SignNow fees or taxes added by SignNow.
Payment Tracking
As the document sender, you can track payment status in your Completed / Signed folder and send a payment reminder to signers who haven’t paid yet.
