Introduction
Collecting payments and form responses has never been easier, thanks to BoloSign's seamless Stripe Integration. Whether you need to charge a fixed amount or calculate dynamic totals based on form responses, BoloSign allows you to process payments directly through your forms securely. This innovative feature helps businesses streamline payment collection while managing reactions in one place, saving time and effort for both users and respondents.
1. Go to your desired form and click on responses
2. Under integrations, click on Stripe
3. Click on Set up Payments
This is a one-time process needed to be completed to connect your stripe account to your BoloSign account
4. Click on Connect, you will be redirected to Stripe dashboard
Complete the connection process on the stripe dashboard
5. After a successful connection you will be redirected to the same form, Click on Responses
You might have to refresh the page if changes are not reflected
6. Click on Stripe…
7. Click on Enable Payments
You can see that the options have enabled
8. Select the preferred currency
9. For now we will demonstrate Form Total but fixed amount can be used as well
Fixed amount is an arbitrary amount assigned to a specific form
10. Click on Select Question to drop in formula, to drop in Questions that you have in form
Only select type of questions can be added to the formula
11. Type in any valid formula
12. Click on Update
13. Click on Preview
To see how the respondents will be able to pay for the form
14. Fill the form and click on Submit
15. The respondent will be shown the following status
16. Click on Pay Now
17. After completing the payment process the respondent will be redirected to the same page with updated status
Benefits of Taking Payments in BoloSign Forms
Streamlined Workflow
No need for separate payment portals. Collect payments and responses in one unified platform, reducing manual effort and improving efficiency.
Secure Payment Processing
Powered by Stripe, BoloSign ensures safe and secure transactions, giving both you and your respondents peace of mind.
Customizable Payment Options
Choose between a fixed amount for straightforward payments or calculate a dynamic total based on form responses using custom formulas.
Enhanced User Experience
Respondents see a clear payment summary and a smooth checkout process, boosting trust and ensuring prompt payments.
Automated Notifications
Both form owners and respondents receive email updates about payment statuses, keeping everyone informed in real-time.
Global Currency Support
Select your preferred currency to cater to an international audience, making it convenient for global transactions.
FAQs
How do I set up Stripe Integration in BoloSign forms?
Navigate to the Integrations tab in the desired form, select Stripe Integration, and click Connect. Follow the prompts to link your Stripe account to your BoloSign account.
What payment options are available in BoloSign forms?
You can choose between:
Fixed Amount: A predetermined value for the payment.
Form Total: A dynamic total calculated using a formula based on the form responses.
Can I customize the payment formula for my form?
Yes! You can create custom formulas using specific form fields. For example, calculate a total using values like quantity and price.
How does the respondent complete their payment?
After submitting the form, respondents are directed to a payment page displaying the total amount. They can complete the payment securely via Stripe.
What happens after a payment is completed?
Once payment is successful, both the form owner and respondent receive email notifications confirming the transaction. The payment status in the form is also updated to "Paid."
What currencies are supported?
BoloSign supports a variety of currencies. You can select your preferred currency during the payment setup process.
Conclusion
Integrating payments into BoloSign forms is a game-changer for businesses looking to simplify their workflows and provide a seamless experience for respondents. By leveraging Stripe's secure payment system, you can collect payments effortlessly while managing responses in a single platform. Whether it's a fixed fee or a dynamic total based on responses, BoloSign has you covered. Start using payment-enabled forms today and transform the way you collect payments and data.