Sign & Pay in One Flow: Secure Document Signing with Payment Requests

How It Works

WESIGNDOC makes it simple to request payment at the time of signing by adding a Payment Field directly into the document.

This ensures that:

• The signer clearly sees payment instructions
• Payment and signing happen in one process
• Verification becomes easier and more organized

For Senders: How to Request Payment While Sending a Document

The process starts just like a regular document sending flow:

• Upload Your Document Add the file you want the recipient to review and sign.
• Add Recipient Details Enter recipient information using email or SMS, based on your preference.
• Insert Required Fields In the document canvas, add all necessary fields such as signature, date, name, or any other required inputs.

Add Payment Request to the Document

This is where payment collection is enabled:

• Drag and drop the Payment Field onto your document

• A panel will open where you can configure payment details

Inside the Payment Field:

• Note Section: Add your wire transfer details (bank name, account number, instructions, etc.) so the signer knows where to send the payment
• Transaction Reference Field: The signer can enter their payment reference number after completing the transfer

Optional: Add Attachment for Verification

To make payment verification faster and more reliable:

• Add an Attachment Field
• The signer can upload payment proof (receipt, screenshot, etc.)

Once everything is set up, simply send the document.

For Signers: How to Complete Signing with Payment

• Open the Document Access the document from email, SMS, or link
• Fill and Sign Complete all required fields and sign the document.
• Make the Payment Use the wire transfer details provided in the document to send the required amount.

• Enter Transaction Reference After completing the payment, enter the transaction reference number in the provided field.
• Upload Payment Proof (if required) If requested, attach a payment confirmation for faster processing.

Why Use Payment Requests in WESIGNDOC

• Combine signing and payment in a single flow
• Reduce back-and-forth communication
• Improve payment tracking and verification
• Provide clear instructions to signers
• Speed up business processes

A Smarter Way to Close Agreements

By integrating payment requests directly into documents, WESIGNDOC helps businesses simplify workflows and ensure nothing is missed. From agreements to service payments, everything can be handled in one place—securely and efficiently.