Signing an Envelope and Collecting Payment Details

We'll walk you through the process of electronically signing documents and securely collecting payment details using the Annature and Pinch Payments integration.

 Open the email from Annature and click on the button Review documents.

You'll be redirected to the envelope and will have the option to review the document or decline it. For now, click Review document to proceed. Click the Click to begin button on the upper right-hand to start signing.

Click the payment field, and a dialog box will appear prompting you to enter your payment method. Once done, click the Submit payment method button.

Your recipient can choose how they’d like to submit their payment details, based on the options you selected when preparing the envelope.

They can either enter their card details,

or provide their bank details for the purpose of direct debit.

The payment field should turn green once successful. After completing all required fields, click Finish signing at the top right, and you're done!