Creating a contract form with payment

  • Andrew
    Asked on May 11, 2017 at 3:48 PM

    Interested in sending sales contracts with payment integration.  Currently using echo sign and Square separately. Considering Docusign as well for their integration with stripe.   Don't want to leave Square if I don't have to. so trying to find a solution that can integrate with Square.

     

    Every contract will have one variable page, as page 1 (with the itemized info to be billed).  The following pages will be standard contract template pages with a signature that is required on each page.   

  • Mike
    Replied on May 11, 2017 at 4:56 PM

    We do have the Square and Adobe Sign (EchoSign) integrations. You can try the integrations with our free plan to see if this is something that may work for you.

    Note that the form user will need to sign the document first, and then to submit the form to complete their payment.

    Creating a contract form with payment Image 1 Screenshot 20

    If you need any further assistance, please let us know.

  • Andrew
    Replied on May 11, 2017 at 5:03 PM

    Can someone assist me in walking through this process?

  • David JotForm Support
    Replied on May 11, 2017 at 6:35 PM

    Here is our basic guide on setting up order forms:

    https://www.jotform.com/help/47-Order-Form-Basics/

    And our guide regarding Square specifically:

    https://www.jotform.com/blog/246-Process-Square-Payments-Online-with-JotForm

    Adding a docusign widget is as simple as drag and drop from the widgets menu:

    https://widgets.jotform.com/widget/docusign

    If you have any trouble setting up something specific in the form, let us know and we will be happy to help.