InsuredMine CRM | Optimize and Grow Your Insurance Agency

Stripe Payment in eSignature

Description: We can now send the payment request to the client via eSignature for any documents.

Navigation – 

  • Navigate to the settings
  • Click on the stripe payment to enter your stripe key and save it.
  • Then Navigate to the eSignature module
  • Add a document for eSignature
  • In the add field page you will get an option to add stripe
  • Add stripe field and enter the amount
  • Then Send for eSignature to the signers

Note: We can add stripe field only once per each signer

  • Once the document has been sent for eSignature, The signers will have to sign and click on continue
  • Once the signer will click next they will be redirected to the payment page.
  • Once the signer will complete the payment then the document will be signed and completed.
  • After completing the document the agent will be able to see the details of the payment in the timeline.

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