In this blog post, we’ll cover the new features added to our document and contract signing system, focusing on the introduction of recurring products. These enhancements are designed to simplify and improve your workflow.

Adding Recurring Products

Our document builder now supports recurring products, allowing you to:

• Add recurring products to the product list: If your product has a separate fee, it will appear as a separate row item.

• Combine one-time and recurring products: The one-time product will be charged only on the first invoice.

• Assign start dates: Set the start date as the document’s completion date for better scheduling.

  

Step-by-Step Guide

Here’s how to make the most of these new features:

1. Add Recurring Products:

   • Navigate to the product list in the document builder.

   • Add your recurring product along with any setup fees.

2. Set Up Fees and Start Dates:

   • Configure the setup fee for your recurring product.

   • Choose to use the document’s completion date as the start date.

     

3. Configure Templates:

   • Ensure your document templates include necessary fields to avoid misconfigurations.

Streamlining Invoices and Documents

Our aim is to streamline the acceptance of invoices and documents for recurring products. You might need to send out contracts for both one-time and recurring products, making this feature essential for efficiency.

Upcoming Features

We’re excited to introduce additional enhancements:

• Two-in-One Documents: Soon, you will be able to sign a document and immediately proceed to payment within the same document.

• One-Time Deposits: Collect a percentage of the total product value as a deposit within the contract, such as a 25% upfront payment.

Stay tuned for these upcoming features, which will further enhance your document management process.

By incorporating these new features, managing your documents and contracts will be more efficient and streamlined. Keep an eye out for future updates that will continue to improve your experience.