Sending an Envelope and Collecting Payment Methods

Utilising Pinch integration by sending envelopes that capture both signatures and payment details.

To start, click Send envelope at the top left and then click Browse files at the top of the page or drag and drop a document from your desktop.

Enter the recipient's full name and email address.

Once you have uploaded the documents and added the recipients, scroll down and click Prepare documents.

Next, simply click and drag the field you wish to add, and drop it in the desired location within the document. Then, drag the Payment Method field onto the document.

You’ll have the option to choose which payment methods the recipient can use: card only, direct debit/bank details only, or by default — both.

Once you're done, click Save changes in the upper right corner of the page. And hit Send envelope.

Learn how your recipients complete the envelope here.