How to Collect Stripe Credit Card Payments While Signing
Direct Answer
To collect payment while signing, connect your Stripe account in SignCEO, upload your contract, configure a required payment amount, and dispatch the envelope to your client. When the client reviews the document, they enter their credit card details directly in the secure signing workflow; the payment processes immediately upon signature execution.
Why Combining Contracts and Payments Accelerates Cash Flow
In traditional business workflows, closing a deal requires two separate administrative steps: first, sending the contract for signature; second, sending a separate invoice for the initial deposit or retainer. This separation introduces payment friction—clients sign the contract, but delay paying the invoice for weeks, stalling project kickoffs.
SignCEO eliminates this delay by fusing contract execution and payment processing into a single seamless transaction. By integrating directly with Stripe, SignCEO allows senders to require payment as an essential condition of contract completion.
Your client reviews the contract, agrees to terms, enters their credit card details in a PCI-compliant Stripe element, and signs. The payment is processed instantly, and the contract is finalized in one touchpoint.
- Eliminates invoice chasing by securing deposits at the exact moment of contract execution
- Accelerates project kickoff times from weeks to seconds
- PCI-compliant payment processing powered by industry-leading Stripe infrastructure
- Automatic payment confirmation recorded directly on the attached Audit Certificate
Step-by-Step: Setting Up Stripe Payment Collection in SignCEO
Configuring contract payment collection in SignCEO takes less than two minutes:
1. Connect Stripe: In your SignCEO workspace settings, connect your Stripe account with a single click.
2. Prepare Contract: Upload your agreement (e.g., consulting retainer, construction contract, or lease). Tag all signature, date, and initial fields.
3. Configure Payment Amount: Enable "Collect Payment," enter the required currency and dollar amount (e.g., $1,500.00), and add an optional payment description.
4. Send and Collect: Dispatch the envelope. Your client enters their credit card and signs; funds settle directly into your Stripe account immediately upon completion.
- Simple one-click Stripe integration requiring zero complex API programming
- Supports fixed deposit amounts, retainers, full invoice payments, and upfront fees
- Funds deposit directly into your existing Stripe merchant account balance
- Final signed PDF deliverable includes the Stripe transaction ID for clear accounting records
Frequently Asked Questions
Does SignCEO charge an extra percentage fee on collected Stripe payments?
No. SignCEO does not take a percentage cut of your transaction volume. Standard Stripe processing fees apply directly through your connected Stripe account.
What happens if a client’s credit card payment fails or is declined?
If the payment fails, the contract is not finalized. SignCEO prompts the client to enter a valid payment method before the signature can be submitted.
Is client credit card data secure during signing?
Yes. All payment data is handled directly by Stripe’s PCI-DSS Level 1 compliant secure elements. Credit card numbers never touch or reside on SignCEO servers.
What does it cost to use payment collection on SignCEO?
Stripe payment collection is included across all SignCEO plans, including the free SignCEO Standard plan (3 free envelopes monthly) and the 5 for $10 or 25 for $25 envelope packs.
SignCEO Transparent Pricing
Straightforward pricing with zero surprise charges, no arbitrary price hikes, and no required credit card to start:
SignCEO Standard Plan ($0/month)
3 free envelopes every month. Additional envelope packs: 5 for $10 or 25 for $25. Purchased envelopes never expire. Recipients sign free without accounts.
ClientCEO Integration (10 Free/month)
10 free envelopes monthly per unique user for ClientCEO users. 5 envelopes for $10 or 25 for $25. Purchased credits never expire.