Payments
Connect agreements with payment collection.
Collect payment as part of the document workflow when an agreement, approval, form, or signed document needs to lead directly into a transaction.
Agreement + payment
Reduce the gap between approval and transaction.
Keep payment collection closer to the workflow that created the obligation.
- Connect the agreement with its payment step
- Keep the required action visible
- Continue the workflow after transaction activity
Payment workflow
Move from prepared agreement to completed transaction.
Keep the document, signature, and payment activity within one understandable process.
- 1
Prepare
Set up the agreement, invoice, or transaction document.
- 2
Send
Route the document to the person who needs to act.
- 3
Sign
Complete the required electronic-signature step.
- 4
Pay
Collect payment through the connected transaction workflow.
- 5
Confirm
Keep payment status visible to the process.
- 6
Complete
Retain the completed document and related activity.
Payment use cases
Connect transaction steps to the documents that create them.
Deposits
Request a deposit after the related agreement action.
Service agreements
Keep service terms and payment collection connected.
Invoices
Support invoice and agreement workflows together.
Retainers
Connect signed terms with the related transaction.
Registration
Pair submitted information with payment activity.
Transaction fees
Support applicable fee collection without publishing unsupported rates.
Payment providers
Use verified payment connections.
eSignbold publishes only current supported providers. Processing rates, fees, currencies, settlement times, and commercial limits remain provider- and plan-specific.
Automation
Trigger the next action after payment.
Use payment status as part of a repeatable document workflow when the current product configuration supports it.
Related eSignbold features
Continue the document workflow.
Explore the capabilities and product information most closely connected to this page.
Forms
Collect information before the transaction step.
View formsWorkflow automation
Connect payment status with the next action.
View workflow automationIntegrations
Review verified finance and commerce connections.
View integrationsAPI
Build connected transaction workflows.
View apiPayments FAQ
Questions about this workflow.
Verified answers for evaluating this eSignbold capability.
Ready when you are
Keep agreement and payment workflows connected.
Bring the document, signature, and transaction step into one understandable process.