One of our most powerful forms is also one of our most often overlooked. Thanks to our integration with Stripe, the RightSignature Collect Payments feature allows your business to process payments from any credit card easily and securely. Your customers simply fill out your document as normal, then input their credit card information just like any other field on your document. Unlike collecting this same data using a normal text field, your customer’s payment information is tunneled securely into the payment processing service Stripe, aiding in ease, security, and PCI compliance.
When should you use Collect Payments? Here are three useful scenarios.
1: Send a credit card authorization form and charge your customers in one stepInside sales is a fast-paced, high-contact field in which a small team can reach a lot of leads around the country very quickly. However, in order to finish off a sale using a credit card, many teams require a signed credit card authorization form to approve the payment. Gathering that information can often introduce friction at a crucial moment in the sales pipeline, and if the process drags on, it could lead to cold feet.
For this reason, sales teams love RightSignature with the Collect Payments feature enabled. Not only does RightSignature integrate with many CRM tools to help you capture a signed, legally binding credit card authorization form in minutes, but as soon as the document is signed, the document signer’s card is charged using Stripe. It’s a perfect way to shave unnecessary hours and steps off your sales process so your team can move on to making more money.
2: Set up a recurring payment on your rental agreementDo you run a property management company? Or perhaps another kind of rental-based business? You can use RightSignature to get your rental agreement template signed in minutes, plus set up a recurring transaction to auto-charge your new tenant in one step.
Simply set up your rental agreement in RightSignature using the Collect Payments feature, then edit your payment field to collect your signer’s card information. Next, login to Stripe and set up a recurring payment, and you’re all set! In just a few minutes you’ve taken care of all your most frustrating paperwork, and made life easier for your renter by automating the payment process as well!
3: Collect a deposit on your waiting list agreement
RightSignature customer Turtle Rock Elementary School is one of the most acclaimed centers for early childhood education in Orange County, California. Chief among their innovations is a cutting-edge view of technology to simplify complicated and difficult processes. So when school owner Maajed Abuhusayn found himself buried in hundreds of paper applications to the school’s waiting list, he knew he had to make a change, and that’s how he found RightSignature. Said Abuhusayn,
“We have 250 families on our waiting list, and [before RightSignature] each one would complete the waiting list form and pay our fee in a different way. One family would hand in a paper form with a check attached, another would write down a credit card number, and we had to file the paperwork and process payments in 2 or 3 different sources, then reconcile everything in our records once the payment cleared.These are just three examples of how Collect Payments from RightSignature is an indispensable tool for businesses, simplifying complicated workflows down to a quick, almost automatic process. How does your business use this exciting feature? Let us know on Twitter and join the conversation!
RightSignature and Collect Payments simplifies everything into one form, and the payment processing is done for us in real time. It’s simple and helpful for parents, because they get confirmation that they’ve been added to the waiting list as soon as it happens.”