Note - We don't charge anything when you take payments via Stripe in BoloSign.
Introduction
Integrating Stripe with BoloForms allows you to collect payments alongside digital signatures, streamlining your document and payment workflows. This guide explains how to connect Stripe to your BoloForms account, assign document values, and manage payment collection seamlessly.
Step-by-Step Guide to Connect Stripe and Collect Payments in BoloForms
Navigate to Document Value Tab
Go to the Document Value Tab and click on Connect to redirect to the Stripe connection page.Enter Stripe Details
Log in to your Stripe account and complete the connection process.Set Document Value Options
Custom Value: Assign an arbitrary amount to any document.
Document Value: Use values derived from pricing tables added in the document.
Select Currency
Choose a currency from the dropdown menu.
Set a default currency under Dashboard > Settings > Default Settings > Workspace Defaults.
Assign Roles for Payment
Choose one or multiple roles responsible for payment.
Ensure all signers complete their signatures before enabling payment.
Send Document for Signing and Payment
Once the document is saved, send it to the designated signers.
The document value will appear beside the Finish Signing button for payers.
Complete Signing and Payment
Payers will see a Continue to Payment button after all signatures are completed.
Process the payment to finalize the document.
Track Payment Status
Check the Payments Tab for the document’s status.
Statuses include Sent, Signed and Waiting for Payment, and Paid.
FAQs
1. How do I connect Stripe with BoloForms?
Navigate to the Document Value Tab in BoloForms and click on Connect to link your Stripe account.
2. Can I assign different currencies to documents?
Yes, you can select a currency for each document. You can also set a default currency under workspace settings.
3. What is the difference between custom value and document value?
Custom Value: Assigns a fixed arbitrary amount to the document.
Document Value: Uses predefined values from pricing tables within the document.
4. Can multiple roles be assigned for payment?
Yes, you can assign one or multiple roles for payment. All roles must sign the document before payment is enabled.
5. How do I track payment status?
Check the Payments Tab in BoloForms for real-time updates on payment statuses, such as Sent, Signed and Waiting for Payment, and Paid.
Conclusion
Integrating Stripe with BoloForms simplifies collecting payments during the document signing process. By connecting your Stripe account, setting document values, and managing payment roles, you can streamline workflows and enhance productivity. Follow this guide to ensure seamless payment and document management using BoloForms and Stripe integration.